Tracy A. Toepfer

Financial Advisor Fund Web Site

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Financial Advisor Fund Web Site  interface design stock broker brokerage firm broker financial advisors funds stock market finance

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These are some initial design concepts for a site used by Financial Advisors. Our goal was to create a best-in-class experience enabling FA’s to effectively research, compare, track, select, position and sell Fund Products to their clients

The desired outcome was to improve digital access and support for FA’s in a way that delivers the brand experience and helps drive preference for doing business with them.

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