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
- Morgan Stanley
- Design, Design Strategy, User Behavior Research
- Product Designs, Products - Digital
- Project Industries