The Investment Summary dashboard is an extremely significant page for clients. They need to see all their information and numbers in a snapshot view before diving deeper into their accounts. A compelling visual journey takes this page a step further, with clearly defined entry points and specific tasks.

PARTNERS:

• Investment Summary product owner

• Researcher

• Designer

• BSA + scrum team

• Legal

APPROACH AND RESULTS:

• Research determined our information hierarchy.

• I worked closely with the product owner to ensure accuracy for all microcopy (especially labels and links).

• The experience is clear and direct: there’s no ambiguity when the investor clicks “View Positions,” “Fixed Income & Cash,” or “View U.S. Overview.”

• More data visualization to break up text and numbers. The dashboard shows as much as possible through colorful charts and graphs while being fully ADA compliant.

• Additional collaboration with designers on the visuals, such as the color palette and image placement.