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Project: My House View
Client: UBS – Chief Investment Office Wealth Management
Project goal
Project: My House View
Client: UBS – Chief Investment Office Wealth Management
Role: UI/UX Designer
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Project goal
Improve the investment portfolios of UBS clients through a web tool that allows them to create a portfolio based on their personal risk and return preferences and compare this with the UBS House View and find relevant articles related to their case.
"My House View" is an extension of the printed publication "UBS House View – Year Ahead 2016"
Target audience:
Current and prospect clients
User value: Financial control, investment portfolio improvement and financial education.Live site: https://myhouseview.ubs.com/
High Fidelity Mocks
One page summary
Clients are able to download and print a copy of their portfolio comparison session for their records or to discuss with their client advisor.
