Online Institutional Portfolio Management System
An interactive, proprietary portfolio management system for institutions, built for a Fortune 500 company. Users get constant access to their portfolio and the company's inventory and research.
- Client
- Fortune 500 company
- Stack
- AngularJS
- Angular UI Grid
- Less
Problem
Institutional clients needed constant access to their portfolio and the company's inventory and research, without spending their time gathering analytics.
Goals
- Support “virtual” trades and strategies for pre-purchase and decision-making analysis.
- Give immediate online results, so users spend more time on strategy with their financial advisor and less time gathering analytics.
- Keep analytics, accounting and reporting, research, and related links in one place.
What I did
- Styled existing AngularJS components and built CSS/Less patterns.
- Matched every UI component to the mockups.
- Worked with the UI designer, giving feedback on UI patterns and designs.
- Customized Angular UI Grid to match the UX patterns in the mockups.