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Morgan Stanley

Case Study


This case study was about redesigning one of the modal windows on portfolio grouping tool on Morgan Stanley's website.

What is Portfolio Grouping Tool?

To transform the means of managing client assets, Morgan Stanley creates the Portfolio Grouping Tool to assist the

Advisors to group client accounts into portfolios that might have different financial objectives.

Who is using the Portfolio Grouping Tool?

Financial Advisors! Before setting up the portfolios, the Advisors will have extensive communication with their clients to

understand their needs and their existing wealth. Then, the Advisors will setup the portfolios using the Portfolio

Grouping Tool.

Why use the Portfolio Grouping Tool?

Why indeed! Managing accounts in groups helps organize the assets in a purposeful way, and it is part of Morgan

Stanley’s future vision of turning its clients to “Modern Wealth Clients”.

Portfolio-level Information

• Portfolio Names

• Current and Target Asset Allocation

• Risk Profile

Account-level Information

• Primary Account Owner

• Account Number

• Account Type

• Total Asset

• SortName

• Program

Other Information

1. Before proceeding to the next step, the Advisor need to provide consent for all the portfolios that he/she has made changes to.

2. If a client or client group has a GPS adopted plan, it will always list as the first portfolio. The Advisors will need to

launch GPS (Goal Planning System) in order to make any adjustments to the plan.

Discover PGT



1.  The demand of moving accounts from one portfolio to another:

On the current design, users may be confused that they need to confirm the first portfolio in order to be able to move to the next ones.

2. Unorganized information:

There are some data and information on the portfolios and advisory column that are unorganized and may confuse users 

3. Rigid design:

The overall design of this part is so solid and rigid which reminds the files of excels that can make eyes tired and bored the users of keep working with this product.


1. Using a shade screen to make this task recognizable

2. Organizing the data and information in a more clear and straight forward design

3. Making curves and circle designs plus to using more colors 

Current Design

Screen Shot 2021-12-14 at 12.27.07 PM.png

Usability Test

Before submitting the final delivered task, we performed a usability test with 5 users in order to find the problems of our design and prototype. In this part, the users were asked to do a task (order a Flame Sampler Combo to pick up). While they were doing this task, all of their behaviors and comments were observed and recorded. By asking our users to perform different tasks, we could find out the main problems of the website's design that most of our users could recognize.

Old Design
Screen Shot 2020-11-16 at 12.16.45
Screen Shot 2020-11-16 at 12.17.00
New Design
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