Import & Integrations

Overview

As Morningstar transitioned to a new Advisor Workstation platform, I led the redesign of the Portfolio Import functionality as the sole designer on the project. The redesign aimed to improve the user experience and address existing limitations. The focus was on creating a streamlined portfolio import process, enabling efficient data integration and simplifying onboarding for financial advisors.

If this work interests you, feel free to reach out for more details. I’d be happy to share the full case study deck, including product visuals and design process insights.