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

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Process

Cluster needs tab: Municipal data grids view 1/3
Cluster needs tab: Municipal data grids view 2/3
Cluster needs tab: Municipal data grids view 3/3
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Process

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Final delivery

Final municipal data grids view design with condensed table columns
Final municipal data grids view design with wide table columns
Maturity modal with table and columns 1/2
Maturity modal with table and columns 2/2
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Final delivery

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From our clients...

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