We built the Draft App as a responsive web app, using AngularJS on the front-end, and Node on the back.
This is obvious, but whiteboards are great for sketching because they restrict you from providing too much detail, helping to communicate ideas in a simple way.
I like to keep at least one wall dedicated to ideas. Make them physical. Walk by them. Glance over at them. Strike up conversation about them.
The dos and don'ts of presenting data, facts, and figures.
We found this book to be a great practical reference guide every time we were faced with displaying data.
We must've taken hundreds of photos behind these helmets. And we smiled in every single one.
Finding interest in our software from wealth management institutions, we decided to focus our efforts where we could impact the most investors. Draft Insights (portfolio analytics at scale) was born.
Draft Insights makes it easy to query portfolios and find those which match particular criteria, then export or drill into the details.
In addition to helping institutions with millions of clients, we sought to help individual advisors better understand their client and prospect portfolios.
Easy onboarding and fast data loading were important factors for the do-it-yourself users.
We experimented with card-based interfaces to make it easy to digest our analysis, and to guide users to what they may want to look into.
We built Draft Insights so a user can go straight from high-level analytics to a detailed view of a single portfolio.
The latest version of Draft Insights places an emphasis on visualizing a set of portfolios, be it for an individual advisor or millions of client portfolios at a large wealth management institution.