invest.com
A place to trade
A brokerage to run
I worked on desktop and mobile trading and the CRM behind the brokerage, organizing everyday tasks around the information and tools people needed.
The project at a glance
- The problem
- Frequent trading actions took too many steps, web and mobile differed, and brokerage tools relied on expert knowledge.
- My contribution
- UX/UI Designer, 2021–2022. I designed web and mobile trading and the brokerage CRM, working with the technical and risk teams.
- The design decision
- I organised the trading and brokerage tools around everyday tasks, keeping the information needed for each action close by.
- What this case shows
- CRM features were tested with the risk team. The interactive examples recreate selected flows using simulated accounts.
A capable product that took 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 prioritized 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
The 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 organized 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.
The decision
I organised the trading and brokerage tools around everyday tasks, keeping the information needed for each action close by.
What changed
- The desktop design brought the watchlist, chart and order controls into one workspace.
- Mobile used familiar actions and labels, with a focused view for placing an order.
- The CRM brought customer details, documents and review status together, shaped around the risk team’s work.
Invest.com · 2021–2022
My part in the work
I designed web and mobile trading and the brokerage 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.