IVM
A trading platform for securities and equities
Background information
WHAT IS IVM?
The brainchild of two veteran traders to build a modern trading platform for equities traders working in large financial institutions to replace their clunky Bloomberg terminals and current systems which have barely been updated since the 80's.
Disrupting the monopoly that a minority of global banks hold over the majority of customised investment portfolios, IVM CIOS enables financial institutions, investment advisors, family offices and professional investors to build, price and risk manage customised investment portfolios themselves.
The world of Customised Investments offers lucrative opportunities. It is time to increase competition, democratise the industry, and redistribute wealth.
Disrupting the monopoly that a minority of global banks hold over the majority of customised investment portfolios, IVM CIOS enables financial institutions, investment advisors, family offices and professional investors to build, price and risk manage customised investment portfolios themselves.
The world of Customised Investments offers lucrative opportunities. It is time to increase competition, democratise the industry, and redistribute wealth.
THE PROBLEM
Improve the overall UX of a complex trading platform
Target Market / Personas
Equities traders working on trading floors for Credit Suisse and others.
UX AUDIT
TL;DR
I audited and improved the onboarding conversion funnel for a lifetime ISA personal finance app, which launched and won loads of awards and funding
