ADM Investor Services Portal Mobile Web Application Part 3 Design Challenge

In the following challenge, we are looking to your design expertise and skills to continue thinking and conceptualizing the screens and functionalities of a mobile web application which will provide account level functionalities to end-users, show comparison between different investments for future date, current holdings, statements and provide research materials which can upgrade the overall knowledge base for end-user to make better and profitable investment.

Round 1

For the first round provide the initial designs for the following screens:
1) Login
2) Account Snapshot
3) Statements
4) Map
5) Research
5.1) Research: Audio, Video, Text

- Important: As part of your checkpoint submission, you must upload your submission to MarvelApp so we can provide direct feedback on your designs.
- Please ask in the Forum for a MarvelApp prototype link. You will receive 1 MarvelApp prototype for Mobile.
- Make sure to include a URL/Link to your design within your "notes.txt", Important!
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)

Round 2

For the final round provide the final designs for the following screens:
1) Login
2) Account Snapshot
3) Statements
4) Map
5) Research
5.1) Research: Audio, Video, Text
6) Customer Center
7) Cash Manager
8) Account Snapshot: Trade Action Multiple


- Important: As part of your final submission, you must update your MarvelApp link from the Checkpoint.
- Make sure to include a URL/Link to your design within your "notes.txt", Important!
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)
Project Background
The mobile web application will be developed for investors and admin users to keep track of their portfolio. This tool will be used by investors to maximize the return by managing the investments and performing SWOT analysis (Strength, weakness, opportunities and threat) at a given point of time.

We need you to take the winning design from the 1st challenge as your main layout and style reference and transform it into a mobile experience following the layout in the provided wireframes.

Consider that we are providing some very detailed wireframes that have been developed to provide the best possible UX, so use these wireframes as your main reference and stick to them as much as possible. Avoid changing too drastic the layout presented on the wireframes. This is a key requirement for this challenge, so stick as much as possible to the provided wireframes.

Screens/Features
Please use the mock data from the winning design (Desktop) and the provided wireframes to help know where data should be placed.
Please make sure your design includes the following screens:

1) Login
Please use the layout from page 2

2) Account Snapshot
Please use the layout from page 3

3) Statements
Please use the layout from page 4

4) Map
Please use the layout from page 5

5) Research
Please use the layout from page 6

5.1) Research: Audio, Video, Text
Please use the layout from page 7

6) Customer Center
Please use the layout from page 8

7) Cash Manager
Please use the layout from page 9

8) Account Snapshot: Trade Action Multiple
Please use the layout from page 10

Users/Roles
- Admins: Access to all Customers/Brokers, Admin’s are responsible for uploading Research documents, support, etc.
- Direct Customers: Direct Customer usually have 1 account and do the transactions accordingly. In another scenario Direct Customers can have multi accounts for Family members, etc.
- Brokers: Brokers handle Multiple accounts for various customers

Form Factors
Please make sure your design supports these form factors:

• In-scope
  • Mobile Portrait: 750px width / 1334px min for height and adjusted if necessary.
• Out of scope (DO NOT DESIGN)
  • Tablet portrait and landscape
  • Web / Desktop Computers

Operating Systems
Mobile Web Browsers.

Supporting Material
We are providing very detailed wireframes, you should stick to them as much as possible. We are providing Mockup Data so you can use real information in your designs.
https://drive.google.com/open?id=1gwKDvkWCe_QRRbqa0pkcqqwi0r8kVDLW

Please use the following branding material. Stick with these colors only, DO NOT add new colors:
https://drive.google.com/open?id=1Fof5pNH6gCy6RrFHkJwcCMf2fqZuDVOt

Please use the following design assets from the 1st challenge as your main layout and styles reference:
https://drive.google.com/open?id=1vqFTwPZbuNmfcexN3bTG45NBxklEGBub

Final Deliverables
All original source files.
Files should be created in Adobe Photoshop and saved as a layered PSD file, Adobe Illustrator or as a layered AI file, Sketch or XD.

Marvel Prototype
We need you to upload your screens to Marvel App.
Please send your marvel app request to alexchekspir@gmail.com
You MUST include your Marvel app URL as a text file in your final submission labeled “MarvelApp URL” (in your marvel app prototype, click on share and then copy the link).