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.
I was the lead designer for this iPad app. I worked closely with the RBC GAM team throughout the project.
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:
We used the native iOS look and feel (of the time) for many of the app's components.