Clients & Markets

Financial Pro is a user friendly platform¬† that is designed to give financial advisors powerful tools that monitor performance of existing clients as well as target new clients. The mockup redesigns a complex global capital markets application to better support an organization’s growth strategy; specifically better integrate market data and client features, better support end-user search and navigation, integration of local and global content and better provide a consistent, high-quality user experience

The dashboard features a Menu Bar on left to navigate the CRM, on the right is a “Category Bar” featuring finance centric data of comprised Portfolio lists of Stocks/Bonds…