I have created a set of guidelines for all digital design and development to follow across all areas of the business globally.
FundsNetwork is administration software for financial advisory firms to manage their clients investment.
Reporting to clients is a fundamental part of an advisory business. They are often generated manually to varying degrees of quality. This document is the result of several rounds of user testing to measure the comprehension of the financial scenario it reports on.
Annual investment report a4 for print