RBC wanted to create an online product for its investment advisors that would allow them to enter the portfolio of a client from another bank, then show how much the client would save in management fees by switching to RBC.


Using Axure, I whipped up some wireframes and linked them together with some basic interaction.

The home screen allows you to enter basic client information, then start adding portfolio items:



Once you’ve entered the first portfolio item, click the ADD TO PORTFOLIO button and the fund is added to the screen:


Click on the COMPARE button and the program shows you a similar RBC fund, so you can make an informed decision about whether this one would be right for you:


Click on the SHOW SAVINGS button and you learn exactly how much you can save in management fees by switching your portfolio to RBC:



A simple rapid prototype that gave RBC a good indicator of the viability of this project, providing a basis for further discussion and development.

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