Managed Accounts iPad Tool
This is a design for an iPad-based tool for brokers to use when discussing Managed Accounts with clients. I did the visual design work, and a front-end developer coded it.
Managed Accounts Prospect Lander
This is a landing page concept aimed at prospective Managed Accounts customers. The wireframe to the left was created by an information architect, and the image on the right is the visual design concept I produced from it.
Private Wealth Management
This is a design for an account summary dashboard for Private Wealth Management, Fidelity’s flagship Managed Account.
Account Summary Dashboard
This is a design for a responsive account summary dashboard.
Data Visualization Concepts
As a visual designer in Fidelity’s UXD group, I was often asked to explore new ways of communicating complex financial concepts graphically. Here are a few examples.
Income/Asset Chart
This is a visual to show users how retirement withdrawals might affect their account over time.
(High-Res PDF, Opens in another tab)
Downside Investing
This illustrates how a very low-risk investment product might perform during times of market volatility.
(High-Res PDF, Opens in another tab)
3D Donut Chart Concept
This is a visual exploration designed to add another level of interactivity to common donut charts.
(High-Res PDF, Opens in another tab)
Design Challenge
This was my submission for Fidelity’s 2016 Design Challenge. The theme was to create a future vision for Fidelity products that incorporates goals-based investing and artificial intelligence into the customer experience.
Thank You
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