Asset Management
Senior UX Designer
Enterprise Platform
Porfolio Managers
Designing a secure enterprise platform helping global investment teams research financial products, analyze portfolio performance, and support client investment decisions across regions.
PROJECT OVERVIEW
The platform was designed for portfolio managers, directors, and senior investment teams to securely search financial products including ETFs, fixed income, multi-assets, and global equities while supporting portfolio analysis and client recommendation workflows.
THE CHALLENGE
Investment professionals relied on multiple disconnected tools to compare products, review performance data, and prepare client recommendations.
01
Complex product discovery across asset classes
02
Dense financial data causing cognitive overload
03
Disconnected navigation across workflows
04
Inconsistent regional user expectations
USER RESEARCH
Conducted qualitative interviews with portfolio managers and regional investment teams to understand workflow behaviors, research patterns, and usability pain points.
DESIGN SOLUTION
Redesigned information architecture and workflow structures to simplify product discovery and improve navigation consistency.
Designed modular table layouts and search experiences supporting portfolio analysis, historical trends, allocation data, and investment comparisons.
Introduced reusable UI patterns and scalable layout systems to support future platform growth.
OUTCOME
The redesigned platform improved navigation consistency, streamlined product analysis workflows, and supported more efficient portfolio research across global investment teams.
02
Scalable dashboard structures
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