Trade PMR provides financial B2B services to independent registered investment advisors (RIAs). The centerpiece of EarnWise, their advisor workstation and cloud-based mobile solution for technology, brokerage, and custodian support, was a sophisticated but still too complex WebApp platform, lacking a clear hierarchical structure and thus, intuitive user experience. Trade PMR approached December Labs for a complete makeover of EarnWise, adding a strong UX/UI focus and providing its clients with a gratifying mobile-responsive experience.
Though at December Labs, we had successfully catered several clients within the finance space over the years, this projects’ success depended on us truly understanding the specifics of Trade PMR’s complex area of business - the trade sector.
Our team of UX/UI experts started out by studying all flow charts, dashboards and information to be displayed or used within the platform, but most importantly, we studied the trade market, how it works and what takeaways could be leveraged for an optimized customer journey. We left no stone unturned and went through a in-depth on-boarding period with our client before the project officially kicked-off.