Financial apps: SunGard

Applies to Windows and Windows Phone

The SunGard app idea book shows how financial institutions can use Windows 8.1 apps for retirement portfolio planning. You can use the SunGard app for an engaging and informative session between a wealth management advisor and a client.

You can gain inspiration for the design of your own financial app by reviewing the use cases in this topic and seeing how the Windows 8.1 Microsoft design language is utilized in the app.

Sample code available: To review the code for the SunGard app idea book, see SunGard App.

Financial app scenarios

The SunGard app described in this topic uses Microsoft design features to make it easy for users to examine financial data and conveniently share, plan changes, and present and share the information.

EducatePlan
image of the SunGard appimage of financial planning tools

 

Educate

You can use the Microsoft design language to draw users into your app using live tiles, and to provide detailed and summarized views of data using semantic zoom. You can also create custom controls for enhanced user interaction.

Joe Healy, an experienced wealth management advisor for high net worth clients, starts his day and observes on his SunGard live tile that three new clients are available for his review.

image of a live tile

Joe clicks on the live tile and is taken to the list of new clients in the SunGard app. Joe selects the client detail view for his next appointment.

image of a client profile

The portfolio review with the client is made easier and more engaging by selecting the Devices charm and displaying the portfolio on multiple screens.

image of displaying content on multiple screens

The client reviews his current asset allocation and uses the pinch gesture to have semantic zoom to provide a summarized view of the assets and their current values.

image of semantic zoom zoomed out

The client uses the stretch gesture to zoom in on a specific asset allocation and is presented with a detailed view of the asset positions.

image of semantic zoom zoomed in

The client uses a custom rotational gesture control to pivot through his current allocations providing an engaging means of interpreting multiple data points. This encourages direct client participation in the portfolio review.

image of a custom rotational control

 

Summary of educate

In the first scenario, we see that...

  • Live tiles draw users back into your app by displaying information that is relevant to the user.
  • Your content shines in your app without any chrome and enables users to be immersed in the experience that they care about.

For help choosing the best navigation pattern for your app, see Navigation patterns.

See the Flat navigation pattern in action as part of our App features, start to finish series.

For information on live tiles and semantic zoom, see the following:

Plan

You can use the Microsoft design language to provide engaging touch interactions and to easily share information from your app.

Joe's client reviews his accounts and financial positions. The SunGard app used to review this information gives his client the confidence necessary to help create a long term financial plan. Interactive tools that respond to touch gestures enhance the experience.

image of financial planning tools

Joe uses the Share charm to send the results of the portfolio review to his client.

image of Share

 

Summary of plan

In the second scenario, we see that...

  • You can make your content into a Share source and Windows connects you to other apps, email, and social networks.
  • You can make your app into a Share target and receive content, links, or any other type of structured data.

For information on the Share contract, see the following:

Related topics

Meet Windows Store apps
UX guidelines for Windows Store apps
Sungard App
Live tile sample
Live tile guidance
Semantic zoom sample (C#/VB/C++)
Semantic zoom sample (JavaScript)
Semantic zoom guidance
Share source sample
Share target sample
Share guidance

 

 

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