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
Live site: https://myhouseview.ubs.com/
High Fidelity Mocks
Clients are able to download a copy of their portfolio comparison session for their records or to discuss with their client advisor.