Gurtin Municipal Bond Management is an investment management company providing investment advisory and management services. We worked on simplifying the user experience for their internal advisor dashboard.
Gurtin's investment advisors were keeping their eyes peeled all day and night for opportunities buried in mountains of data. Our task was to increase their hit rate and simplify this effort by creating a table view specifically optimized to highlight investment opportunities as defined by each advisor personally. We started with UX (moving up to the high-fidelity wireframes shown below) and then on to full graphic design.