Featured Work
CASE STUDY: 2023 REDESIGN
American Funds Portfolio Strategy Manager
Capital Group and American Funds primary international trading platform, the Portfolio Strategy Manager. This is a highly customized and proprietary portfolio construction application - generates internationally compliant versions of American Funds and ETFs for international compliance to generate new business outside of the the U.S. →
2026 DATA VISUALIZATIONS
American Funds Retirement Planning & Termination
Below are examples of dashboards built specifically for American Funds Retirement Services to provide deep insights into retirement plan trends and KPIs for retirement plan management and retirement plan termination →
