Southwest Securities (SWS) Financial Web App

Info
Statistics
Created: 08/07/12
Last Edited: 12/04/13
2200
183
2
Description
PROJECT DATE: 2010
AGENCY: Razorfish
This project might have been the most challenging transactional web application I have ever worked on. Online financial services begin with a long list of business and functional requirements that most apps don't even have to consider. Additionally, this app also needed a variety of additional features including: white label capabilities for branding the site for its premier correspondent partner companies, a comprehensive backend admin to manage users and customizable services, seamless conversion to multiple languages and currencies, and have the ability to easily plugin additional third party applications.
  • User Dashboard
  • ACCOUNT DASHBOARD — Portfolio Snapshot
  • ACCOUNT GROUP SUMMARY — College Accounts
  • SINGLE ACCOUNT SUMMARY — Bill's College Fund
  • ASSET TYPE SUMMARY — Technology
  • Trading
  • ABOUT TRADING
  • ORDER ENTRY — Active Trade
  • Tools
  • INVESTOR TOOLS
  • UNAUTHENTICATED
  • LOG IN
  • ABOUT US
  • CONTACT
  • Registration
  • STEP 1 — Enter Account Number
  • IN-LINE ERROR MESSAGING
  • STEP 2 — Select User Name and Password
  • STEP 3 — Security Questions
  • Profile
  • MY DETAILS
  • PREFERENCES — Multi-lingual
  • ACCOUNTS
  • NOTICES — Message Inbox
  • MY ADVISOR — Drop Down Tab
  • Site Administration
  • DASHBOARD
  • CONFIGURE SITE
  • ENTITY DETAILS
  • EXAMPLE CONFIGURATION
  • WHITE LABEL CUSTOMIZATION — Completely re-brandable for Financial Partners
  • BRANDING OPTIONS — Color Settings and Themes
  • COLOR PICKER — Close-up
  • THEME EXAMPLE

Discuss This Project: ( Comments)

You must to join the conversation.