Connecting enterprise UX and a scalable design system for investment professionals.
RedBlack Rebalance
UX Lead · Redblack Software
February 2017 — September 2025
RedBlack Rebalance is a portfolio management platform for continuous monitoring, compliance, cash and tax management, portfolio rebalancing, order management, and trade reconciliation. I led user experience strategy and front-end design across the platform.
Investment professionals work across complex, interconnected workflows where consistency and precision matter. The design challenge was to simplify these tasks while maintaining the depth required by expert users and creating a shared foundation for product teams.
I connected user research, personas, journey maps, and information architecture with a scalable Figma design system. Reusable interaction patterns and developer-ready specifications helped bridge design intent and implementation.
Use interviews, card sorting, personas, and journey maps to structure the product around the work investment professionals actually need to complete.
Establish and maintain more than 90 reusable Figma components, bringing consistency to dense enterprise screens and a common source of truth to the team.
Work alongside engineering in Agile teams, maintain HTML and CSS/SCSS foundations, and use Figma Dev Mode to make handoffs clearer and more practical.
The portfolio covers two related but distinct challenges: complex financial product workflows and a public website that explains the offering. The website frames below are marketing artifacts, not screenshots of the rebalancing application.
Investment professionals evaluating the platform, and the teams designing and building it
A UX reading of the supplied artifacts. The sequence below explains the design logic, not a verified chronology of research. Intended benefits and proposed tests are not measured outcomes.
Website visitors need a clear explanation of the offering; investment professionals inside the product need precise operational controls. Keeping those contexts separate avoids applying the same navigation and information density to both.
The website explores desktop, tablet, and mobile layouts. Its navigation and content sections provide a path through the information instead of presenting the entire product story as one undifferentiated block.
The dedicated design-system and component pages separate shared rules from page composition. Buttons, navigation, cards, and pagination can then use a consistent interaction vocabulary.
The website page contains responsive layouts. The separate Responsive Test page is currently empty, so it is a place for future evidence—not proof that responsive testing has been completed.
1440 × 3729 · Exact source frame, not a recreated mockup.
A downloadable screenshot is not available in this portfolio yet. Open the original frame, or load its Figma preview below. Figma may require sign-in or block embedding.
View the original screenThe desktop frame separates contact information in a utility bar from the main navigation. This lets contact access remain available without becoming the primary reading path.
Two navigation layers use vertical space. On smaller screens, retain essential actions without repeating every desktop link.
Reusable buttons, cards, and navigation make similar actions recognizable and reduce interpretation differences between design and development.
A component library is not automatically usable. States, focus behavior, content limits, and implementation rules need documentation too.
Desktop and mobile frames allow the same information to be reorganized around available space rather than simply scaled down.
A static frame cannot prove reading order or keyboard behavior. These need testing in the implemented experience.
Figures reported in my professional experience. The design-system visual is a portfolio presentation, not a product screenshot.
Explore project presentations in Figma, without opening the working design file.
RedBlack · Website & systemWebsite layouts, design foundations, and reusable interface components.
Read the UX process & rationaleA design system is more than a component library. Its value comes from shared decisions, repeatable patterns, and a close relationship between research, design, and engineering. That foundation allows teams to spend less time recreating interfaces and more time solving the right problems.
A real-time NSE scanner that ranks stocks with rule-based quantitative analysis and builds a full entry-to-exit trading plan for each one.