Chris Paul

The objective

LPL ClientWorks is being built as a responsive-design, web application, in part to drive consistency of experience and to forge a common, consolidated code base upon which future investments would be made. Recognizing that not all tasks are appropriate on small form-factor devices, we created a concept for a mobile optimized advisor experience.

The Advisor Mobile App provides access to the most essential functions an advisor will need while on the go and away from their traditional workstation. Use cases such as quick and secure access to client data, transactional monitoring, market news feeds, security trackers, alerts and notifications and workflow approvals are supported in a smartphone-optimized interaction paradigm.