Advisor Application Style Guide for RBC Global Asset Management

RBC Global Asset Management came to us to re-design their existing advisor iPad application. RBC GAM is the asset management division of RBC Royal Bank of Canada, and manages 380 billion dollars in assets. 80% of this asset management takes place at the advisor level.

We conducted user research by interviewing branch staff, wholesalers and district managers across the business to determine their pain points and design new solutions to improve their workflow. This style guide showcases elements of the application's design refresh.

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