Investment Portfolio Analysis Tool
This product serves as a comprehensive portfolio analysis and construction tool, empowering advisors to thoroughly analyze portfolio structures.
Key features included the capacity to compare costs, asset allocation, performance, and risk characteristics of a client’s existing portfolio with an ideal portfolio, based on unique strategies.
Organization:
RBC
Industry:
Financial Services
The User Journey
In collaboration with key stakeholders, a comprehensive exploration to understand the optimal user journey for portfolio creation and analysis was carried out. Bringing together relevant individuals to map out the ideal journey, and brainstorming innovative ideas to enhance the product. This inclusive approach ensured that insights from diverse perspectives were considered.
Design decisions and solutions
In the design of the service, the emphasis was placed on creating a user-friendly and intuitive experience, presenting relevant charts in an easy-to-consume manner. This focus on ease of use and putting user needs at the forefront paid off, as evidenced by the positive feedback from business leaders who found the interface and interactions highly accessible.
