an app for advisors on the go

Client:  RBC GAM     Project Date:  2013
About the Project
RBC Global Asset Management (GAM) wanted to provide their Advisors and Wholesalers with a tool to allow them easy access to content from their investment management team, while enabling them to share resources with current and prospective clients. This ipad app includes the ability to retrieve and display dynamic fund data, to create fund watch lists, create topic folders to batch materials for presentations, and to store information for offline viewing.
My Role
UX/UI design
I was the lead designer for this iPad app. I worked closely with the RBC GAM team throughout the project.
About the Project

RBC Global Asset Management (GAM) wanted to provide their Advisors and Wholesalers with a tool to allow them easy access to content from their investment management team, while enabling them to share resources with current and prospective clients. This ipad app includes the ability to retrieve and display dynamic fund data, to create fund watch lists, create topic folders to batch materials for presentations, and to store information for offline viewing.

My Role

UX/UI design   
I was the lead designer for this iPad app. I worked closely with the RBC GAM team throughout the project.

RBC GAM ipad app - version 1

RBC GAM wanted the app to be a convenient information hub where their advisors could quickly access info on various funds, as well as investment content and insights from the management team.
I worked on Version 1 of the App. It was designed to be functional on both landscape and portrait view. Some screenshots can be viewed below:

Insights Screen - this section was regularly updated with new content for advisors
Funds Landing Screen - There were 5 major families of funds the user could explore
If the user wanted to search for specific funds they could use the Fund Explorer

We used the native iOS look and feel (of the time) for many of the app's components.

Fund List Screen - Price View: Funds were grouped by type. The user could then toggle between five different ways to view each fund - by Overview, Price, Performance, Calendar Performance & Distributions
If the user tapped on a fund name it would bring them to the fund details screen. The user could then swipe the main content area to reveal financial and other information for that fund.
Funds and documents could be added to the Briefcase for offline viewing
In the Tools Section was a tab called Topic Resources. The Advisor could use this resource to create Topics that he could show or send to potential investors.
An example of what one of the documents looked like in its open state. From this screen, the user can expand the document full screen, share the document, or add it to their briefcase or watch list.

related works

Want to see more?  Let’s go back to my  Portfolio