CASE STUDY · MORGAN STANLEY
MyPractice
A financial performance command center for advisors to manage practice health, business performance, and client activity.
MY ROLE
Principal UX Designer
DURATION
12 Months
PLATFORM
Desktop Web / Internal Tool
CONFIDENTIALITY NOTE
Some details, screens, and workflows are recreated or generalized to protect confidential information while preserving the design challenge, process, and decision-making approach.
Advisors at Morgan Stanley manage complex portfolios with fragmented data sources, leading to inefficiencies in tracking performance and client health.
Consolidate multiple legacy tools into a single, high-density dashboard that provides actionable insights without overwhelming the user.
Led the end-to-end design process, from initial workflow mapping to final high-fidelity prototyping and design system integration.
Collaborated with business analysts and advisors to map the 'day in the life' of a top-performing practice.
Focused on information density and information hierarchy, ensuring that critical risk indicators are always visible.
The resulting command center allows advisors to pivot between practice-level metrics and individual client actions seamlessly.
Key decisions included the adoption of a modular grid system and a 'progressive disclosure' strategy for detailed financial data.
Reduced time-to-insight for advisors by 40% and improved data accuracy across practice reporting.
Balancing the needs of power users who want maximum density with the clarity required for quick decision-making was the primary triumph.