Portfolio

Portfolio > Applications > Ivy Asset Management LLC

Purpose: Business management application for an alternative investment company (http://ivyasset.com), including portfolio management, investments, client services, performance measurement, compliance, reporting, and accounting.

Role: User Interface Design and Information Architecture. Translate business requirements into user interface, develop navigation and screen interactions, collaborate with users, business analysts, and developers. Create overall visual design and style conventions. Design wireframes and screens in Visio, Photoshop, and HTML. Design print reports.

Application Screens
Portfolio Allocation	Investment Order Transaction System
Pricing	Compliance data collection
Reports

Report generation screen and report output

Navigation Structuring & Design
Context-sensitive navigation screen and spec document	Application navigation and browser navigation

Outlook Add-In - Client Relationship Management application
Annotated Screen	CRM added to standard Outlook menu
Search screen	Primary data screen

Style Guides
Style Guides for print reports and application screens

Intranet Redesign for Sharepoint implementation
Wireframe, Documentation, Screen

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