My House View

An interactive tool for UBS clients to find relevant information on how to improve their investment portfolios.

Client: UBS Chief Investment Office Wealth Management

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.

Role: UI/UX Designer
High Fidelity Mocks

Take away
Clients are able to download a copy of their portfolio comparison session for their records or to discuss with their client advisor.

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