Automated Investing

Schwab Intelligent Portfolios

Client

Charles Schwab Corporation is an American brokerage and banking company that serves 7.9 million client brokerage accounts with $1.65 trillion in assets.

Challenge

Schwab was creating a cross-platform automated investment product called Schwab Intelligent Portfolios. Schwab partnered with an external design firm and needed someone to act as a design liaison between Schwab and the firm, guide the product’s design, and assist with design tasks.

Solution

I played a hybrid project management / creative director / designer role, helping Schwab work with the design firm to design, prototype and produce the new application. I attended design meetings, created wireframes, produced assets and helped ensure the quality of the final app through regular reviews with the development team.

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