Investor led design


Charles Schwab needed to shake up its product offering. How could it create a service that was easy to use while offering the nuanced and complex power of stock trading?

We analyzed the practices of top investors to develop a trading software package that was straightforward and intuitive. By getting to the core of what top investors needed and distilling that down to features the layman trader trying to do right by their money could master, we developed a comprehensive user experience model. Customers were not only able to better understand the processes behind investing their money, but thrive in a world traditionally barred from everyday traders. From our work, Charles Schwab built and released StreetSmart Edge.

StreetSmart edge consistently racks up 5-star reviews from the likes of Nerdwallet and Stockbrokers.com and is recognized as the leading service for beginning investors.