Advisor dashboard integration

Project objectives: 1) design a dashboard with multiple integration options into legacy software, 2) customization UI for the user (financial advisors), and 3) incorporate a personalization technology called Smart Text, which converts financial data into commentary. In accordance with NDA guidelines, some details and visuals are omitted.

Dashboard designed for 24 inch or more monitors, no mobile access

Problem

Multiple software platforms that are not connected.

Solution

One application to access client and market content.

Problem

Advisors can’t keep track of client portfolio changes.

Solution

High level explanatory visuals relevant to clients.

Problem

Users have individual preferences of their display.

Solution

Ensure UI is customizable to the Advisor’s needs.

Interface integration

The dashboard is integrated in two ways: 1) A dynamic ticker that is anchored to the bottom of the user's browser window, and 2) a data module positioned aside. Both options may be expanded at any time to view the full display.

1) dynamic ticker 2) aside module | Interaction of ticker being expanded - built this demo (expansion disabled, seen in GIF) and presented to shareholders