Project № 13
UBS Neo
Nine mission-critical tools for UBS Neo — the institutional trading, reporting and asset management platform.
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Nine mission-critical tools for UBS Neo — the institutional trading, reporting and asset management platform.
UBS Neo is UBS's flagship institutional platform — the one asset managers, traders, and prime services clients use every day for trading, reporting, pricing, and account management. Not one tool. Nine.
I joined as Lead UI Designer, co-leading with my friend and rockstar UX researcher Mark Potter. Over eighteen months, we shipped nine mission-critical tools across the platform, each with its own domain, its own users, and its own engineering team in London, Warsaw or Zurich.
Institutional platforms are the hardest products to design well. The users are specialists — they know their domain ten times better than you will by the end of the engagement. The data density is extreme. The consequences of a bad interaction are measured in basis points and regulatory fines.
And yet the platform still has to feel like one product. An asset manager moving from the Prime Services Dashboard to the Activity Blotter to Corporate Actions should feel a single hand's design pressure across every screen.
The design question was not "how do we design a trading dashboard" — it was "how do we design nine tools in parallel that each feel native to their domain and unified as a platform". That meant the UBS Neo Design System wasn't a deliverable, it was the connective tissue.
Centralised real-time account & portfolio data for institutional clients. Customisable layout, streamlined navigation — roughly 30% reduction in navigation time in user feedback rounds.
Fixed Income reports dashboard with intuitive data visualisation; real-time tracking tool for trade activity with granular filters and action buttons.
Landing page dashboard, advanced filters, and interfaces for creating, configuring and managing dynamic trading strategies — each with its own workflow and error model.
Prime Services Pricing Hub with modular pricing components; SSI Processing tool with guided validation for regulatory compliance; Personal Profile management for internal and client-facing role differentiation.
A platform feels unified when one pair of hands sets the design pressure across every surface. That is the whole job. — UBS Neo design principle
Selected screens from each of the nine UBS Neo tools shipped over the engagement.
UBS Neo is a publicly-recognised, multi-award-winning institutional platform. The work below is what I contributed across the programme.
The deepest lesson from UBS Neo was about cadence across a platform. It is easy to design one great screen. It is hard to design nine tools in parallel that all feel like they came from the same studio. The only way to hold that consistency is through the design system — and the design system only works if the UI designer behind it is in the room for every spec, every hand-off, every disagreement.
Huge credit to Mark Potter, whose UX research work was the spine of every one of these tools. Read 3 referrals from this role on LinkedIn →