Project information

  • Category: SaaS Trading Apps
  • Client: Fidelity
  • Project date: 2020-2021

Financial Saas Product Design

In addition to being principal UX designer for Fidelity’s main portfolio/balance pages (most active pages on fidelity.com) I worked on multiple core product platforms, including the newest "Trading Dashboard".

Other projects: Updates to their RMD pages; helped redevelop Fidelity Basket Portfolios (which are basically DIY EFTs), another new product updating "basket" functionality.

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