After the iPad launched, Merrill Lynch asked us to look into how it could be used to enhance advisor/client relationships. We knew Wealth Management clients expected a higher-degree of access than traditional retail banking, so we created a tool that lets them work off of the same page. Here's the flow: A client updates one of her goals, she alerts her advisor, the advisor sees the change. Swiping up the client-GUI to reveal the advisor-GUI , the advisor crunches the numbers so her client can review the impact on other goals. That's it. Not too far from real-life – just much faster and easier to get what you need.
Manage goals
![](https://cdn.myportfolio.com/17e1dbecec11ce80ed1e73e217186fa7/e4d3fa15183730316fdd4b90_rw_1920.jpg?h=01c653617cb3ff8b65844a70aef5811c)
![](https://cdn.myportfolio.com/17e1dbecec11ce80ed1e73e217186fa7/9cadd333051daa9b0a57513c_rw_1920.jpg?h=7d799a3f52e01d0ab2b66ad8ce310660)
![](https://cdn.myportfolio.com/17e1dbecec11ce80ed1e73e217186fa7/93a8933bf8e25482bae3360b_rw_1920.jpg?h=04204b5727532afac5f2fa7beaf1d7cf)
![](https://cdn.myportfolio.com/17e1dbecec11ce80ed1e73e217186fa7/d7d14a8a0b599a70a803e1a6_rw_1920.jpg?h=30bb476115292ddd24106ffa1820098c)
Add Goals
![](https://cdn.myportfolio.com/17e1dbecec11ce80ed1e73e217186fa7/44e8cfc8381ddc4a0e34a13d_rw_1920.jpg?h=4c32c9ae68dfea704bc4cfc920de1397)
![](https://cdn.myportfolio.com/17e1dbecec11ce80ed1e73e217186fa7/5e07cce81be0c2507dbcfb21_rw_1920.jpg?h=71dcfda3fb07c2c3455912a852cbe198)
![](https://cdn.myportfolio.com/17e1dbecec11ce80ed1e73e217186fa7/bd850bcd24b9b8e862b4605f_rw_1920.jpg?h=51c05f2e6691b8b2b261e6dc74be7846)
![](https://cdn.myportfolio.com/17e1dbecec11ce80ed1e73e217186fa7/7e86021a7c225a455e9c3a1f_rw_1920.jpg?h=fd56f8cbdf729cb2be96848614c943b1)
![](https://cdn.myportfolio.com/17e1dbecec11ce80ed1e73e217186fa7/dd143c2e73b4f559e92648bb_rw_1920.jpg?h=036b0f3345e25226c9b5008e1c6b15c5)
Monitor Portfolios
![](https://cdn.myportfolio.com/17e1dbecec11ce80ed1e73e217186fa7/f76b7fbe7170e6689fa4e810_rw_1920.jpg?h=7de19e1766041ba4e1f49b4c719a54af)
here's a clip