David Bortnowski
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Merrill Edge Desktop Streamer

MERRILL EDGE DESKTOP STREAMER

I had the privilege of designing the Merrill Edge Desktop Streamer, an innovative application tailored for investors with Merrill Edge. This desktop streamer redefined how clients could access real-time financial information without the need for software downloads. It provided up-to-the-minute updates on client portfolios, news, stocks, and indices, all while allowing users to seamlessly continue their work outside of the web app.

Project Overview

The Merrill Edge Desktop Streamer project aimed to enhance the investor experience by offering a convenient and efficient way to stay informed about their financial holdings and the latest market developments. This application was designed to provide immediate access to critical financial data while seamlessly integrating with users' daily workflow.

Team Collaboration

Our dedicated team worked cohesively to bring the Merrill Edge Desktop Streamer to life:

  • Ryan Nee (Design Manager)

  • David Bortnowski (UX/UI Designer)



Each team member contributed their expertise to ensure the success of this project.

Key Features

  1. Instant Portfolio Updates: The Desktop Streamer offered real-time updates on clients' portfolios, enabling them to make informed decisions based on the latest information.

  2. News and Market Insights: Users can access the latest news and insights related to their investments and the financial markets, all within the application.

  3. Stocks and Indices Data: The application provided comprehensive data on stocks and indices, allowing investors to track their performance effortlessly.

  4. Seamless Integration: Clients could use the Desktop Streamer alongside their other tasks without interrupting their workflow.

Impact

The Merrill Edge Desktop Streamer transformed how investors interacted with their financial data. Its user-friendly design and seamless integration into clients' daily activities made it a valuable tool for staying informed and making timely investment decisions. This project exemplifies Merrill Edge's commitment to providing innovative solutions that empower their clients.