Financial Software Case Study - Portfolio Construction Manager 3.0 (Portfolio Console)
A redesign concept for the third iteration of Capital Group’s Portfolio Construction Manager, redesigned to phase out outdated interface components, implement much needed enhancements, and address identified UX issues.
CASE STUDY: REDESIGN CONCEPT
Portfolio Console
The first screen a coordinator opens on a new install, and the one they return to most. Fourteen fields wearing a header slab they do not need.
Key Performance Indicators
KPIs are now rolled up into cards as a stronger call to action with to increase accessibility and a slight design punch-up.
Time series data visualizations
Tracking error, points of decision and other key time series metrics now rolled up into an interactive card on the left rail.
Multiple Views
Simulator results can now be viewed in table format or in Board format, with the funds organized by simulator recommendations.
In-body actions/conversions
Replacing and reducing modal-based linear conversion flows which in-body interactions that persist on the UI.
Cleaner Components/Interactions
Right-side drawer implemented for fund decomposition - holdings, risk, overlap