Fidelity Investments

Master's Keep

Master's Keep

Master's Keep

Finance

Crypto

Crypto

Crypto

Role
Visual Design

Prototyping

Design System

Team

Yerri Portillo, Designer

Steve Hickey, Designer

Timeline

02/2020–02/2022

Goal

Modernizing Fidelity’s brokerage platform experience and re-envisioning how they can best support their users who service their clients every day.

Unifiying a suite of apps

Fidelity’s Wealthscape tool allows advisors and their home office support to manage their clients wealth, and offers a companion tool for those investors to use themselves. The suite of tools were out of sync with each other and using an older implementation of a dated design language. Our team worked to improve the visual design, smooth out the user experience, unify the tools and implement a new way of applying the design language to other tools in the same family.

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Bridging the different niches

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Finding our segment of users

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Nailing down the look

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Agreeing on our happy path

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Presenting our final prototype

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Outcomes

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Next Project

Fidelity Investments