
Some details
Trade PMR provides financial B2B services to independent registered investment advisors (RIAs).
Trade PMR approached December Labs for a complete UX/UI makeover of EarnWise, their WebApp advisor workstation, adding a clear hierarchical structure and providing its clients with a gratifying mobile-responsive experience. This projects’ success depended on us truly understanding the specifics of Trade PMR’s complex area of
business - the trade sector. Our team of UX/ UI experts started out by studying all flow charts, dashboards and information to be displayed or used within the platform, but most importantly, we studied the trade market, how it works and what takeaways could be leveraged for an optimized customer journey.Full case study at https://decemberlabs.com/work/trade-pmr.html
Deliverables: Research, UX/UI