Data-viz supertable for helping investment advisors spot opportunities

Person using desktop at desk displaying the supertable

About the project

Gurtin's investment advisors were keeping their eyes peeled all day and night for opportunities buried in mountains of data. Our task was to increase their hit rate and simplify this effort by creating a table view specifically optimized to highlight investment opportunities as defined by each advisor personally. We started with UX (moving up to the high-fidelity wireframes shown below) and then on to full graphic design.

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Before the redesign

Previous "All needs" table design with columns
Previous global allocator table design with columns
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Early redesign concepts

Screen of an early concept of the super table with all of its columns expanded
Displaying the supertable with filters partially applied
Screen of supertable with collapsed columns and applied filters
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Finalized design & table interactions

Display of full supertable view
Mockup display of full data table with stretched columns
Display of add table row module
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From our clients...

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