AccountView Platform Features

UI/UX feature work for the largest independent broker platform in the US. Worked with product, research, development, and regulatory partners to create designs, prototypes, and developer handoffs with code.

Activity page refinements, breakpoints, and Figma assets.
Onboarding tool for investors.

Designed and refined flows for a comprehensive signup wizard.

Developer handoff notes.
Mobile paperless.

Spread out a dense and nuanced experience, to lend itself to mobile's natural, page based IA. This gave better focus to task and gave space for flexibility.

Updated login mobile login flows.

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