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Fund Analyzer helps sort through and compare more than 30,000 mutual funds, exchange-traded funds, exchange-traded notes and money market funds. Fund Analyzer does the math for you and shows how fees and expenses impact the value of your fund over time.

Link to the project Fund Analyzer (beta testing)

Type of project - redesign of legacy web application

Process

  • Understand business requirements for the redesign of this application, interview with stakeholders, interview with 3rd party math algorithm firm
  • Content Inventory of data points
  • Develop IA documentation - Personas, Userflows, Navigation model & Responsive design strategy
  • Branding & design guidelines
  • Concepts & High Fidelity Screens
  • Review with business users, firm users and consumers
  • Review, Usability test and iterate designs
  • Develop prototype for usability testing with real data
  • Recommend user experience fixes on findings and repeat usability tests
  • Work with development team in implementation strategy for UI interaction

Role & responsibilities

  • Interview with stakeholders and business users for information about 3rd party data and Mathematical formulas for implementation
  • Develop IA documentation - Personas, Userflows, Navigation model & Responsive design strategy
  • Worked with designers for branding and guidelines
  • Art direction on high fidelity designs
  • Schedule users for Usability testing and work with Usability tester for testing results
  • Work with front-end developers and designers in building rapid prototypes
  • Work with Usability tester for recommendations on findings
  • Work with development team participation in every stand-ups, fixes for alternative designs, work on pixel perfect design implementation


  • Adobe Creative Cloud, Sketch, HTML5, CSS3, D3, Angular JS, Material Design, Material lite
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