Financial Services
2001 - 2013 • 11+ years
What began as a small project with SunGard in Boston in 2001 grew into an 11+ year engagement. Recognized for the quality of my work, I was referred to SunGard divisions in Chicago and New York, where I delivered UX designs for desktop and mobile platforms serving retail investors, corporate benefits programs, wealth management services, and SunGard’s client portals across all three business groups.
Wealth Manager Mobile App
Led the design of a mobile application for investment managers, providing Portfolio Summaries, Performance analytics, Asset Allocation insights, Position Holdings, and integrated trading workflows.
2013
Wealth Manager Mobile App
Select Transaction Type
Allows customers to choose whether they want to buy or sell an investment.
Select Investment to Sell
Allows customers to choose the investment they want to sell.
Sell Order Added
Confirms that the sell order has been added and allows customers to either place the order or enter another transaction.
Buy Another Investment
Allows customers to use the proceeds to purchase another investment.
Orders Added
Confirms that both sell and buy orders have been added, and allows customers to either place the orders or enter another transaction.
Order Placement Confirmation
Confirms that both sell and buy orders have been placed and will be processed at market close.
View System Impact
After the planning job is saved, PowerMax uses AI to predict potential future performance impacts on the systems. Based on these insights, users can decide whether to proceed with implementation.
I helped SunGard design a mobile app for wealth managers to manage client portfolios. The app featured:
• U.S. and Global Market data
• Portfolio Summary
• Performance Tracking
• Asset Allocation
• Positions
• Activity
• Trades
• U.S. and Global Market data
• Portfolio Summary
• Performance Tracking
• Asset Allocation
• Positions
• Activity
• Trades
Follow the cursor on left for complete demo.
Vantage Benefits
Designed Vantage Benefits from the ground up, an employee platform uniting enrollment, healthcare, wellness, investment, and life-event management, driving the successful launch of SunGard’s employee benefits program and partner integrations.
2011
Vantage Benefits
Home
The home page presents key information, including Messages, Profile, Basic Benefits, Supplemental Benefits, Benefit Spending Accounts, and Investments.
Initiate Enrollment
Enrollment is a complex process with multiple steps, requiring employees to answer detailed questions at each stage, including:
• Personal Information
• Relationships (Dependents & Beneficiaries)
• Healthcare Elections (Medical, Dental, Vision, Basic Employee Life, etc.)
• Benefit Spending Accounts
• Wellness
• Retirement Elections
• Personal Information
• Relationships (Dependents & Beneficiaries)
• Healthcare Elections (Medical, Dental, Vision, Basic Employee Life, etc.)
• Benefit Spending Accounts
• Wellness
• Retirement Elections
Sell Order Added
Confirms that the sell order has been added and allows customers to either place the order or enter another transaction.
Buy Another Investment
Allows customers to use the proceeds to purchase another investment.
Orders Added
Confirms that both sell and buy orders have been added, and allows customers to either place the orders or enter another transaction.
Order Placement Confirmation
Confirms that both sell and buy orders have been placed and will be processed at market close.
View System Impact
After the planning job is saved, PowerMax uses AI to predict potential future performance impacts on the systems. Based on these insights, users can decide whether to proceed with implementation.
In 2011, SunGard set out to build a benefits portal for its client, Vantage Benefits, enabling employees to manage enrollment, healthcare, wellness, investments, and life events. As the sole designer on this challenging project, I collaborated closely with product managers and stakeholders and created an intuitive interface that simplified complex workflows.
Follow the cursor on left for complete demo.
SUNGARD
15+ PROJECTS
BMO Financial Group
2010
2010
BMO Financial Group
I helped SunGard build a portal for its client, BMO Financial Group. The portal enabled wealth managers to manage clients’ investments, and the design adopted BMO’s branding and look-and-feel to ensure a consistent user experience.
Bank of America Merrill Lynch
2011
2011
Bank of America Merrill Lynch
I helped SunGard build a portal for its client, Bank of America Merrill Lynch. The portal enabled wealth managers to manage clients’ investments, and the design adopted BOA’s branding and look-and-feel to ensure a consistent user experience.
Brown Brothers Harriman
2011
2011
Brown Brothers Harriman
I helped SunGard build a portal for its client, Brown Brothers Harriman. The portal enabled wealth managers to manage clients’ investments, and the design adopted BBH’s branding and look-and-feel to ensure a consistent user experience.
UMB Financial Corporation
2012
2012
UMB Financial Corporation
I helped SunGard build a portal for its client, UMB Financial Corporation. The portal enabled wealth managers to manage clients’ investments, and the design adopted UMB’s branding and look-and-feel to ensure a consistent user experience.
