The client-first redesign: household navigation, dashboard-as-data, and contextual actions — Before and after of the Schwab Portfolio Services product. (Anonymized sample data)

Legacy Schwab Portfolio Services BackOffice: a flat account list and a checkbox-heavy report panel — Before and after of the Schwab Portfolio Services product. (Anonymized sample data)

Charles Schwab

Redesigning the Schwab Portfolio Services reporting platform

What if the advisor tool understood full client portfolios, not just individual accounts?

I led research and the end-to-end redesign of Schwab’s portfolio-reporting and rebalancing platform for independent financial advisors, replacing a dense, low-adoption reporting tool with an experience organized around households and client portfolios. I added modern reporting and helped bring the product to the web for the first time.

I researched how advisors across financial firms managed client portfolios and used their feedback to reorganize the platform around households. As the only designer on a team of mostly back-end engineers, I owned the product design, data visualizations, client-ready PDF reports, and front-end code.

The result: The redesign shipped from a single codebase as both a desktop and browser app. Advisors could generate a client-ready report in a few clicks. Within 18 months, the browser app accounted for 16% of total platform usage.

The full generated client report as a PDF: portfolio summary cards, asset allocation, a trailing-12-month value chart, a net-of-fees performance table, and components of change — A full client report, generated and saved as a PDF. Schwab Portfolio Services. (Anonymized sample data)