Financial services iOS app that allows Morgan Stanley wealth advisors to administer their client’s investments, manage their own scheduling and oversee general client wealth and transactions, all on one singular platform. The simplicity of the app allows for wealth advisors to quickly and intuitively access all features related to their daily activities. Account statements, appointments and client onboarding are all accessible in-app.
- Assessed and divided the necessary and nice-to-have product features with an internal team of former bank executives.
- Pitched a lightweight PaaS solution to key stakeholders at Morgan Stanley, based on our narrowing down of features to a critical set.
- Gauged interest and feasability based on direct feedback from these stakeholders.
- Continued working with our internal team to gather feedback from wealth advisors and iterated on our initial MVP accordingly.