brand assets and guidelines

Helped shape the visual design and holistic user experience of a rich financial platform for Schwab Advisor Portfolio Connect.

Although the project was a year underway, a style guide for the product was not present. Several templates were used as guidance for the implementation team, yet the developers were consistently requesting guidance to help implement features. I created a living style guide to make the production process smoother. 

When the client requested a demo of the product, shortly after I began producing the style guide, the team was able to pivot into rapid prototyping for an internal Schwab meeting to review the capabilities of the product.

In the process, I interfaced with the product design lead to ensure consistency. We collaborated to simplify and extend the design language, and I provided visual design feedback. We narrowed 135 existing colors down to 49 to help unify the product.