
AAM | Advisors Asset Management | USA
AAM is a website to help users to get global investment insights from leading market pundits. The main goal was to build a clear usable website that helps users to create a custom portfolio. Also, access portfolio builder hypothetical reports, Broker-Dealer marketing materials.

Design Process & Screens from Style Guide


Problems & Solutions
Different sources of data with conflicts of view from different stakeholders
Data collection with system analyst and getting approval on sitemap from all decision-makers then connecting with only one stakeholder to avoid change of request
Downtime before getting site life.
Having two IPs as a standalone temporary platform


Role
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UI designer
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Illustrator
Data integration of several servers containing confidential info of users
Security team engagement from day one until user testing stages
Roadmap
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Meeting with company representatives and other team members
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Competitors’ analysis
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Color pallet study for stock market psychology
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ADA accessibility tests
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Hotspot user testing
Team Collaboration
Joining project in different phases with:
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Marketing team
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Project Manager
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UI Developer
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Quality Control
Deliverables
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Photoshop files (PSD) for Homepage
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Illustrator files for the style guide
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User testing results chart format
Outcome and learnings
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Website creation with over 100,000 user visits daily
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Reaching the user target number in Q1 as planned
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Understanding color psychology can help alter very sophisticated content to appealing pages encouraging users to complete very complicated and secure actions online.