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Overview
Schwab had several online portfolio monitoring tools, none of which provided a comprehensive view of a customer’s investments. I led a team in designing a new tool which gave investors a complete picture of their portfolio. The new tool would allow all types of investors to see the appropriate level of detail about their entire portfolio, including both holdings with Schwab and with other investment firms.
Activities
- Mapped information needs to profiles of different investor types.
- Organized portfolio information into “views” based on tasks and profiles
- Worked with visual designers to develop a visual hierarchy that complimented the information architecture.
- Designed and tested multiple iterations of the interface.
Benefits
- Simplifies the process of portfolio monitoring for Schwab customers.
- Layers portfolio information, so that novice investors aren't overwhelmed but advanced investors can easily find the details they need.
- Combines views of both Schwab and non-Schwab holdings, eliminating the need for customers to visit other sites for portfolio information.
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