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Morgan Stanley
Portfolio Review Consolidation and Design

Morgan Stanley had multiple systems in place for reviewing clients’ portfolio performance, each with their own set of tools and a separate look and feel. We were asked to create a unified design for the printed Portfolio Review that would also serve as the basis for online display.

We created displays that could be combined to focus on a specific metric or be used individually.
Research & Development

We interviewed stakeholders from the business, development team and independent financial advisors to find out what key elements we needed to retain or expand, and what could be removed. We also analysed existing performance review displays to find the most effective visualizations and created new ones according to information design best practices.