ABOUT

Charles Stanley are an investment management company with separate divisions for managed and execution only clients.

As their in-house UX and graphic designer i was tasked with redesigning the existing Charles Stanley Direct App. This app is used by execution only clients – these client choose their own investments and use Charles Stanley Direct as a platform to research and place their own trades.

For phase one of the app release we concentrated on simplifying the existing functionality. The existing design was overly complicated and lacked a clear visual hierarchy adding complexity to an already data heavy app. I simplified the user interface and designed a more intuitive user journey – providing an overview of all accounts and a clear route for clients to drill down into their accounts. With a bottom navigation displaying the most used features and all other features available within a toggled menu.