Challenge
What's it for? Investment and Financial Planning UX for two products I'm the UX designer for Goal Bridge and Investment Planning tool, which is a part of Advisor Workstation. Overview Goal Bridge is an end-to-end goal planning product for advisors to walk through with their clients. Once goal plans are set, we dig into Investment Planning to meet their goals based on investment allocation and risk tolerance.
Solution
User flows In the Agile framework, I start every design sprint with some discovery research to get feedback from my senior stakeholders. We discuss our primary action on each page and how this data will change other parts of the product. Knowing how our products work as a flow is crucial. Planning and feedback Asking questions and identifying where pieces are coming from clarifies our design objective. Wireframes coming to life A visual designer and I work through wireframes of the flow, and then apply the latest design and accessibility standards.
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