Advisor software for a major financial services company

Software for financial advisors of the old school and the new, for a major financial services company.

The advisor software’s overview screen on a desktop monitor, floating over waves of blue

When: 2018 to 2019
Role: Senior product designer
At: Pow Interactive, Portland
Client: A major financial services company

At Pow Interactive, Graham designed financial advisor software for a major financial services company. Its advisors ranged from the old school to the new, and user testing showed what each group needed.

He also created the digital illustration and the landing page layout for the company’s design system.

Opening my email was like waking up to Christmas morning.

The client, after Graham solved a tricky navigation problem that had been giving the whole team headaches

Roles Digital product design · User experience design · Digital illustration

The overview screen: an investor’s net worth and returns, the probability of reaching a goal, and strategy and allocation — The overview

A couple’s retirement plan on a tablet: their goal, the projection and next steps — A retirement projection