Financial Software Case Study - Portfolio Construction Manager 3.0 (Portfolio Console)
This is Capital Group’s flagship international trading platform, allowing investment teams to execute necessary trades to make American Funds compliant while tracking the parent fund as closely as possible.
As UX Lead on this redesign concept for the third iteration of Capital Group’s Portfolio Construction Manager, the goal was to uplift the UI, modernize outdated interface components, implement much needed enhancements, and address identified UX/Usability issues.
CASE STUDY: REDESIGN CONCEPT
Portfolio Console
Key Performance Indicators
KPIs are now rolled up into cards as a stronger call to action with the purpose of increasing 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.
KPI filtered view
Key Performance Indicators cards also act as filters allowing the user to drill into those funds which delivers an isolated view of funds in each state, with full trade functionality intact.
Monitoring & Oversight
Allows high level view to users to track trades, market movement, and other events relevant to the securities in that coordinator’s funds.
Application demo/walkthrough: