Portfolio Management system with Trading Analysis

The original Glide platform, a powerful portfolio management tool developed by Alphakinetic (now under FIS), was designed for expert users and featured deep functionality for trade and portfolio analysis. However, its complexity alienated key decision-makers, such as CFOs and portfolio managers; who found it difficult to access critical data without relying on technical power users. This dependency on manual reports not only slowed down decision-making but also limited product adoption and visibility of its value across organizations.

As the Lead Designer, I spearheaded the redesign of the portfolio management with trading analysis experience. My tasks included conducting discovery research, ux strategy, ux & product design, prototyping, and usability testing, all while collaborating closely with engineers and stakeholders. I was also responsible for defining the success metrics that would shape the project’s outcome.