Custom Fund Comparison App Preview:

In 2024, I led the UX design for a new Fund Comparison application at Factset. I began with UX research and led the team from concept to development. Using the product development method, I created an innovative way for users to compare funds in the US and Canada. The report is customizable and allows Wealth Advisors to save, revisit and edit their reports. Using Factset’s Fund comparison data, I also help guide the user through a comparison workflow by presenting relevant funds to support their goals. Some of the innovative breakthroughs include how to visually present charts and tables with up to 10 funds and multiple data sets. This resulted in novel data visualization with editing features. More information is available upon request.