Elevating Advisor Analysis with Focused UI Refinements
As a Senior Product Designer, I partnered with developers on FT Apex, First Trust’s advisor-facing portfolio analysis platform. Through targeted UI consultation and consistency improvements, I helped refine workflows, strengthened visual hierarchy, and aligned web and reporting experiences.
Role
Senior Product Designer
Company
First Trust Portfolios
Timeframe
2023 — 2025
The Challenge
New Platform Build
FT Apex was created to replace external tools like Morningstar Direct with an in-house solution.
UI Guidance
Developers sought direction on best practices for hierarchy, layout, and component use.
Consistency Matters
Ensuring components worked the same way across screens and aligned with exported reports.
FT Apex marked First Trust’s move to provide advisors with an in-house portfolio analysis tool, built from the ground up with usability and consistency in mind.
Explore the full case study.
See detailed workflows, before/after UI comparisons, and deeper design decisions behind Bespoke.
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