Intro

Portfolio management system

I designed the portfolio management system as part of my daily design work. The model portfolio serves as a key module within this system, encompassing the following features:

Model Portfolio

Portfolio managers use this feature to enter pre-defined model investment portfolios; managers at banks then recommend those portfolios to clients whose risk score matches the corresponding model portfolio and who are willing to invest in it.

1. Why redesign?

Portfolio creation involves complex compliance checks and knowledge of the platform technology, so with the current design it is hard to understand how the fields work to create or view a portfolio. Even internal staff often get confused. To better demonstrate the portfolio-management tool's capability to potential clients in an understandable way, the management and product teams decided to overhaul the portfolio-creation journey and the way the information is displayed.

2. How to identify problems without contact with users?

//Heuristic Evaluation. With limited resources for user research, I conducted a heuristic/expert evaluation by walking through the creation/view flow following the Nelson’s 10 heuristic guidelines.

3.What’re the problems?

· Lack of visibility of required input

· No error prevention

· Difficult navigation with distractions

4. Ideation - Audit, Mapping, Desktop Research

I audited the existing platforms, initiated stakeholder interviews with the product owner and technical team to understand the logic and constraints, and reviewed the solution with the product and front-end teams to evaluate the business value and feasibility.

5. Strategize & Solution

Strategy 1 - Error prevention

Many fields are interlinked, and it is frustrating to learn this only from an error-summary popup at the end of the creation journey. We need to explore different ways to prevent errors by making the prerequisite knowledge transparent up front.

Strategy 2 - Efficient navigation, less distraction

Portfolio managers come to this page with a clear target in mind, so we need to make the navigation easy, letting them find the information they want quickly without extra distraction.

Strategy 3 - Flexible journey instead of fixed linear one

Portfolio managers come to this page for various purposes, so multi-channel navigation is needed to increase flexibility.

Wireframes - creation

Refined design - creation

Information architecture - view page

Refined design - view page

6. Result - new client onboarded afterwards

After the overhauled creation flow was deployed, clients had no complaints about it — which is unusual. We can hardly claim all the credit goes to this single module redesign, but we did onboard a new client afterwards.