Developing an account management and trading portal for investment advisors

Developing an account management and trading portal for investment advisors

I helped TDA deliver a seamless user experience.

Working with EMC Digital (now a part of Dell EMC), I was the lead UX writer for the TD Ameritrade Veo Institutional Investor platform.

The major UX challenge of Veo was that the platform was meant to not only perform the gamut of TDA-native account functions, but also to interface with about a dozen external applications that had their own unique data types and UX.

After interviewing stakeholders and collaborating with the EMC UX design team, I created a copy solution for the Veo platform that allowed users to interact seamlessly with information from a wide range of sources. Additionally, I developed data-formatting and copy guidelines for all future versions of the site.

Since Veo is 100% password-protected, the below demo video is as good a look at my work as I can share.

TDA Veo

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