Overview
In October 2020, Morgan Stanley acquired E*TRADE and with that also gained 5MM+ new clients and and additional $360B in assets under management.
The project's core objective was to establish a strategic design direction that would seamlessly integrate the Planning & Advice offerings of the two firms into a unified platform serving both Morgan Stanley and E*TRADE clients.
My Role
Design strategy and MVP execution
Given the sensitive nature of my work, I'm unable to digitally host my case studies for individual perusal
Please reach out to set up time for a walkthrough
Please reach out to set up time for a walkthrough
