CARL BALDASSARRE
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Diversifying beyond day-trading.

To attract new investors, we created new capabilities, including a work table for active traders and goal-setting for retirement investors.

Role: Content strategist, service designer, content writer, UX writer

Cynthia Brosnan, UX designer, service designer | Kai Pham, UX designer

Capabilities overview video

Signed-out landing page.

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Signed-in landing page, first-time user.

Trading table lets users screen and rank stocks.

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Goal setting lets users plan with built-in help.

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Mobile and app version, showing goal tracking and support.

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