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iPad Apps for Financial Advisors

Morgan Stanley’s Financial Advisors need the tools to be able to meet with clients anywhere at anytime to provide first-class service. As part of the team at CodeStreet, our challenge was to redesign legacy, office-bound, desktop-based wealth management systems for use on security-enabled tablets. We surveyed existing systems, interviewed Financial Advisors, created prototypes, did qualitative user testing, and produced user flows, sitemaps and wireframes. Our solution is a set of elegant, powerful, useful and mobile tools that enable Financial Advisors to meet their clients when and where they want.

Project Roles
UX/IA Designer
Company
Morgan Stanley
Skills
Design, Design Strategy, User Behavior Research
Media
Product Designs, Products - Digital
Project Industries
Finance
iPad Apps for Financial Advisors
iPad Apps for Financial Advisors
iPad Apps for Financial Advisors
iPad Apps for Financial Advisors
iPad Apps for Financial Advisors