MD1 Client Management Tool

MD1 is a web-based application used by advisors to manage their clients’ financial profiles and investment portfolios. The original tool was built over 10 years ago and is too extensive to undergo a full redesign. Instead, individual modules are redesigned as content and requirements are updated. As the lead designer for MD1, I am responsible for designing all new pages.

While there is no requirement to have the application available for mobile devices, the new pages are built in the angular framework and so are designed to be responsive.