My Role

Lead Designer - Discover, Define, Design, Prototype, QA Analyst, Business Analyst

Team

Product Managers - Elliott George
Lead Developer - Aniket Sarkar

Background

This Chart System is part of financial advisors’ tools for their Performance Reporting, Account Aggregation, and Asset Allocation to better help their clients explain the performance of client’s accounts.

Goal

Standardize charts system for Advisor, Client, and Enterprise Platforms.
Help Financial Advisors to see their Clients’ performance and communicate better how their investment going on visually based on the client, account, portfolio or filter dates.
Help ease the time of Developers by having one source of truth.

Problem

Financial advisors can not see the whole picture, they have to manually calculate using Excel or Google Sheet to have the result in any charts.
Financial Advisors have to use other vendors to view their client’s account(s) performance.
Most investors are looking at how they are performing visually.

Questions & Challenges

What does the Chart system feature seek to achieve?
RobustWealth wants the Financial Advisors to be able to see the visual summary of their Clients’ performance account.

Who are the customers?
1. Financial Advisors will be our primary customers for this feature on the Advisor Platform.
2. Internal Team, especially for Designers and Developers so that they can have one source of truth of the Charts system.

Are there any challenges you encounter?
Nothing pressing Business standpoint-wise, though we can improve by transitioning to a different Chart Javascript.

Key Performance Indicator

Customer engagement and satisfaction.
The team is able to track consistency across the 3 platforms easily.
Designers and Developers are able to easily implement it within different platforms.

View Charts