RBC MyAdvisor

MyAdvisor is an online service that helps clients reach their financial goals by providing personalized savings plans, helpful tips, real-time visuals and forecasts. Working in an Agile environment, I was involved in the launch of this new initiative for RBC. Through constant team collaboration, we designed MyAdvisor to display a wealth of information in a simple, elegant, easy to understand way.

Fully Responsive

Accessible in every breakpoint, we needed to ensure that the breadth of content was still easy to understand and never overwhelming.

Simple and Detailed Forms

While the initial screens for onboarding clients were simple and straightforward, more detailed information was required from the client to produce a comprehensive financial snapshot. Detailed forms were broken down in a way that was easy to digest.

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