J.P. Morgan Asset Management Portfolio Insights
Client
J.P. Morgant
Industry
Financial Services
Year
2017
Duration
4 months
Agency
Rightpoint
Role
UX Designer,
UI Designer
Services
UX/UI Design, Dashboard Design, Data Visualization, Responsive Chart Systems, Generated Reports
Overview
J.P. Morgan Asset Management needed to extend the expertise of its client-advising team to more financial advisors without losing the value of personalized guidance.
Working with Rightpoint, I designed UX/UI and visual systems for Portfolio Insights, Fund Analyzer, Target Compass, and generated reports on jpmorgan.com. The experience transformed complex portfolio data into prioritized observations, benchmark comparisons, supporting insights, and client-ready reports.
My work included detailed dashboard layouts, responsive chart and graph patterns, portfolio-versus-benchmark comparisons, and report templates supporting mutual funds, separately managed accounts, stocks, and ETFs.
Design Visioning
These tools give everyone access to the client advising team. The new digital tool’s design acts as an extension of the brand, providing data, insights, and recommendations in the voice of a client advisor.
