
Algorithmic Trading Platform
Name withheld | Adaptive Financial
PROJECT
Portware is a fully customisable execution management system which creates algorithmic trading strategies for global equities, futures, options and FX, used by more than 100 firms worldwide.
I led a small UX team, in conjunction with Adaptive Financial, to redesign the existing platform in order to strengthen the brand, reduce onboarding costs and time, and target a new market segment (FI brokers and investment company traders).
PROCESS
This work comprised creating a high-fidelity prototype, pattern library and style sheet which now serves as a framework to guide the in-house development team.
The process was relatively lean and included:
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Experience positioning
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Flow analysis
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Audience profiling
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Design principles
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Visual design direction
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Prototyping
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Pattern library creation
OUTCOME
The framework was well-received by the client and selected customers. The designs are now awaiting in-house development and will be a key part of integrating the platform into the wider software suite of its parent company.






