invest.com
A place to trade.
A brokerage to run.
I worked on desktop and mobile trading and the CRM behind the brokerage, organising everyday tasks around what people needed to see and reach.
A capable product. Too much effort to use.
Frequent trading actions took too many clicks, and web and mobile worked differently. Back-office tools assumed expert knowledge, so new colleagues needed time to learn them. The goal: make both easier without losing detail.
Where I focused
Start with the work people do every day.
I prioritised the most frequent trading actions. With the risk team, I mapped daily responsibilities to see which information and tools belonged together.
Desktop trading
Keep the market beside the decision.
Watchlist, chart and order controls share one workspace, so traders don’t lose their place.
See what matters.
The chart leads, with instruments and orders beside it.
Make room for analysis.
Side panels slide away for a closer look at the chart, then return.
Review before acting.
Direction, quantity and protective prices sit together in the order.
Design prototype with a local paper account. Quotes and charts come from Twelve Data when connected; example mode uses fictional values. Quote delays depend on the provider plan. Orders never reach a broker. Your paper account is saved in this browser.
Try collapsing the side panels, then open an order from the instrument you are viewing.
Mobile trading
A new device shouldn’t mean a new product.
Actions and labels stay familiar, arranged around one task at a time.
Read first. Act when ready.
Buy and Sell stay within reach while traders read the details.
Give the order its own space.
Orders open in a focused view and close back to the instrument.
Scroll through the instrument, open Buy or Sell, then return to the chart.
Design prototype with a local paper account. Quotes and charts come from Twelve Data when connected; example mode uses fictional values. Quote delays depend on the provider plan. Orders never reach a broker. Your paper account is saved in this browser.
Brokerage operations
Help the team see what needs attention.
With the risk team, I organised the CRM around monitoring exposure, inspecting instruments and reviewing customers.
What needs attention?
The dashboard groups exposure and client activity.
What’s behind it?
Colleagues open quote records or instrument settings to investigate.
What’s still outstanding?
Customer details, documents and review status sit together.
Open an exposure card to inspect an instrument, or choose a customer from the review queue. Scroll inside the workspace to continue.
Invest.com · 2021
My part in the work.
As Founding Product Designer, I shaped the design direction across web, mobile and the CRM. I worked through the flows with the technical team and tested CRM features with the risk team.
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The demos recreate selected flows with paper trades and fictional data. They aren’t connected to a real brokerage.