Sophisticated planning tool for 5,400+ advisors

Sophisticated planning tool for nearly 6,000 advisors

Company

J.P. Morgan Chase

Role

Product Design Lead

Year

2022

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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.

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