Credit Suisse: Dashboard for Positions, Trading and Blotter

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Credit Suisse’s portfolio management group needed a dashboard that consolidated information—at a glance—on all positions, trade execution, blotter, and immediate news and alerts. Working with Credit Suisse’s existing identity, we created an interface that held all of the relevant information, with easy access to drill down into details.

Teams Involved:
Portfolio Management Group
User Experience
User Testing
Full-stack developers
Engineering Group