Project Info:

The ADV 2B includes information about the specific individuals acting on behalf of the investment advisor. This application streamlined the employee's data entry for this mandatory form.

The UX lead, developers, and I iterated through prototypes, feedback, and design solutions to create an intuitive experience.

Project Details:

• Team:Compliance & Surveillance
• Tools:Sketch, Axure, Photoshop, and Abstract
• Platform:Web Application