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Fidelity - Portfolio Planning Tool |
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Analysis and design of a Portfolio Planning and Asset Allocation Tool for Fidelity, UK.
The tool will help direct clients, wholesale clients and advisers to plan their investment
portfolios, and to transact on those plans to achieve their goals. The design phase of the
project focussed on gathering user experience and business requirements for the Portfolio
Planning tool. We worked with Fidelity subject matter experts from the Direct and Wholesale
sides of the business to create detailed functional and visual specifications for the
front-end of the tool.During the course of the six-plus week phase, sitemaps, process
flows, screen designs, working prototype and content matrices were created, reviewed and
amended to form the basis for the functional requirements for the tool. We worked with
the Fidelity brand representative to create visual designs that incorporated Fidelity's
existing assets and brand into the tool.
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