David Ham | User Experience

Bank of America: Asset Allocator

Bank of America engaged AGENCY.COM to develop a Web-based version of the software their financial advisors were using to recommend investment portfolios to their clients. Working with the client and the design team, I analyzed the existing system and created a site architecture, workflow, and wireframes for the entire application.
As a side project while I was working on this, I developed a proof-of-concept Flash application using the Efficient Frontier. The idea was that the Flash app would load in data points describing the arc of the Efficient Frontier, and each point would have an associated portfolio allocation. We ended up not using the idea, but I thought it had promise.

Bank of America - screen 1 Bank of America - screen 2 Bank of America - screen 3

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