Sophisticated planning tool for nearly 6,000 advisors
Company
J.P. Morgan Chase
Role
Product Design Lead
Year
2022
Overview
I worked on JPMorgan’s internal advice platform, designing a tool that helps financial advisors run Monte Carlo simulations to project the likelihood of clients meeting their long-term goals. The tool had to balance heavy data visualization with clarity and trust, supporting nearly 6,000 advisors managing over $900B in AUM. My focus was on making the experience both rigorous and usable within the firm’s internal design system.