We started with the top-level filters. Giving the Advisor the ability to determine exactly what data they wanted to include, viewing an entire portfolio or just a single account was always easily accessible. When the filters section was collapsed, it doubled as context cartridge throughout the session.

We started with the top-level filters. Giving the Advisor the ability to determine exactly what data they wanted to include, viewing an entire portfolio or just a single account was always easily accessible. When the filters section was collapsed, it doubled as context cartridge throughout the session.

We started with the top-level filters. Giving the Advisor the ability to determine exactly what data they wanted to include, viewing an entire portfolio or just a single account was always easily accessible. When the filters section was collapsed, it doubled as context cartridge throughout the session.

Next was the page structure itself. Through the use of an accordion, we were able to give the Advisors control over what they saw. Whether they wanted to view allocation and returns, or only wanted to focus on risk, creating focused views was simple and efficient allowing them to spend their time doing analysis and not waste it on navigating.

Next was the page structure itself. Through the use of an accordion, we were able to give the Advisors control over what they saw. Whether they wanted to view allocation and returns, or only wanted to focus on risk, creating focused views was simple and efficient allowing them to spend their time doing analysis and not waste it on navigating.

Next was the page structure itself. Through the use of an accordion, we were able to give the Advisors control over what they saw. Whether they wanted to view allocation and returns, or only wanted to focus on risk, creating focused views was simple and efficient allowing them to spend their time doing analysis and not waste it on navigating.

Lastly, we implemented a drill-down approach within each section. The Advisors were easily able to identify specifically which positions were contributing to their performance with only a couple of clicks, all without losing context. 

Lastly, we implemented a drill-down approach within each section. The Advisors were easily able to identify specifically which positions were contributing to their performance with only a couple of clicks, all without losing context. 

Lastly, we implemented a drill-down approach within each section. The Advisors were easily able to identify specifically which positions were contributing to their performance with only a couple of clicks, all without losing context. 

Multiple lenses on the data were provided giving the Advisor different ways to analyze performance. Whether it's a poorly performing sector, or an overly risky account as the starting point, all paths lead to the position level performance.

Multiple lenses on the data were provided giving the Advisor different ways to analyze performance. Whether it's a poorly performing sector, or an overly risky account as the starting point, all paths lead to the position level performance.

Multiple lenses on the data were provided giving the Advisor different ways to analyze performance. Whether it's a poorly performing sector, or an overly risky account as the starting point, all paths lead to the position level performance.

With only a few clicks, Advisor could create custom performance reports, choosing which sections and what level of detail to include and automatically upload it directly to the client portal.

With only a few clicks, Advisor could create custom performance reports, choosing which sections and what level of detail to include and automatically upload it directly to the client portal.

With only a few clicks, Advisor could create custom performance reports, choosing which sections and what level of detail to include and automatically upload it directly to the client portal.