AMP: Asset Management Platform

Putnam Investments

UX Research/Design, UI Design, Data Visualization

This is the first project I created at Putnam and the introduction of UX to the company. AMP is Putnam’s Mobile Asset Management Tool. It is a native iOS application that is available on iPhone and iPad. Among its many features, it allows Portfolio Managers to create orders and keep them in a cart to release multiple orders at once. Alerts indicate the status of Compliance overrides and Research Notes. Navigation is contextual, allowing users to access all relevant data from any screen in the app. View Case Study.