Advice is mobile
Advisor Mobile is the powerful counterpart to the Morgan Stanley Wealth Management desktop platform. As lead visual designer on the project I was able to simplify a complex system with refined typography, an intentional color palette, modern interactions and clarified visualizations. With a clear, simplified suite of components we were able to increased code reusability and simplify deployment. We launched a powerful team calendar, added gain/loss, performance and liability views, created a powerful CRM system and improved search. We also established MSWM's first agile team structure, breaking down walls between colleagues to enable faster ideation, creation and innovation. Additionally, we were able to develop a roadmap and future vision for the mobile platform, which continues to increase user base and sophistication, becoming an essential to the success of Morgan Stanley Wealth Management.
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