DESIGN.ORION.COM

We design the tools that power the best

financial advice

We are the Orion Product Design Team. Our clients are top financial advisors who have their investors’ best interest at heart. We design the tools to assist them to deliver on their promises — to help people pay for their kids’ education, buy a home, or retire early.

We build tools for better lives.

We design the tools that power the best financial

advice

We are the Orion Product Design Team. Our clients are top financial advisors who have their investors’ best interest at heart. We design the tools to assist them to deliver on their promises — to help people pay for their kids’ education, buy a home, or retire early.

We build tools for better lives.

We design the tools that power the best financial

advice

We are the Orion Product Design Team. Our clients are top financial advisors who have their investors’ best interest at heart. We design the tools to assist them to deliver on their promises — to help people pay for their kids’ education, buy a home, or retire early.

We build tools for better lives.

Team

Our team is small, nimble, inquisitive, and there are plenty of chances to learn, take initiative, and grow. Here are just some facts.

Team

Our team is small, nimble, inquisitive, and there are plenty of chances to learn, take initiative, and grow. Here are just some facts.

PRODUCTS We care for
PRODUCTS We care for

components detached

1,212

components detached

1,212

Design System vs. Market
500
250
0
Feb 2020

Today

Soon

Model
Orion Product Language

402 Components

Benchmark

S&P 500

500 Components
Design System vs. Market
500
250
0
Feb 2020

Today

Soon

Model
Design System

402 Components

Benchmark

S&P 500

500 Components
Design System vs. Market
500
250
0
Feb 2020

Today

Soon

Model
Orion Product Language

402 Components

Benchmark

S&P 500

500 Components

Dark vs. Light Mode

2
1
0
Dark

Light

Depends

Mac vs. PC

Mac
PC

Mac (but in Bondi blue)

Jams (Spotify Is Loud)

Toolset

Notes

You’re looking at it.

Standard stuff.

We get lost in there.

Everybody stop, collaborate and brainstorm!

Can’t win them all…

The Breakdown

time zone

cuisine

PetS

Time Zone

Eastern

Central

Pacific

Eastern

Pacific

Designers

3

1

1

1

1

100 Cooldowns & Counting

commercial

Not FOr Sale

Teammate

Nikki

VP,
Product Design

Kyle

Sr. Product
Designer

Carmen

Product
Designer

Angelika

Product
Designer

Miguel

Product
Designer

Joe

Principal
Product Design

Szuting

Lead Product
Designer

Status

Imagining

Typing...
Pawrenting
Jamming
¯\_(‘~`;)_/¯

Talking…

Laughing

Value

Know it!

📈
Not for $ale
PHP
$19.95
Plus S&H

Equity

Growth

Ticker

SWE

KYL
WMS
AGL
MM

PEA

SZU

risk scenario

Tequila

Dead headphones
Owning a Shiba Inu
Drinking Coffee
No internet

Stress

To many options

temperature

76.2º F

40º F
-81º F
65º F

0º F

0º F

98.6º F

action
Serve
Fall
Walk
Listen
Play

Prompt

Do it

Principles

We try to approach design systematically. Here are the rules that help ground us. Push a principle for another perspective.

Principles

We try to approach design systematically. Here are the rules that help ground us. Push a principle for another perspective.

Principles

We try to approach design systematically. Here are the rules that help ground us. Push a principle for another perspective.

01

Informed

Research informs our designs. When we are more intentional and slow up front, we can move with confidence and speed when the right solution is in sight. We promise to respect the process of testing and not to become too close with the ideas that will fall by the wayside — we embrace the problem, not the solution.

01

Informed

Research informs our designs. When we are more intentional and slow up front, we can move with confidence and speed when the right solution is in sight. We promise to respect the process of testing and not to become too close with the ideas that will fall by the wayside — we embrace the problem, not the solution.

01

Informed

Research informs our designs. When we are more intentional and slow up front, we can move with confidence and speed when the right solution is in sight. We promise to respect the process of testing and not to become too close with the ideas that will fall by the wayside — we embrace the problem, not the solution.

02

Flexible

Our product should accommodate the different needs for a diverse group of people. We work to enable them to define their own experience, but be cognizant of the complexity control brings and balance it with ease of use. We respect the nature of our ever-changing product and consider scalability as we look to the future.

02

Flexible

Our product should accommodate the different needs for a diverse group of people. We work to enable them to define their own experience, but be cognizant of the complexity control brings and balance it with ease of use. We respect the nature of our ever-changing product and consider scalability as we look to the future.

02

Flexible

Our product should accommodate the different needs for a diverse group of people. We work to enable them to define their own experience, but be cognizant of the complexity control brings and balance it with ease of use. We respect the nature of our ever-changing product and consider scalability as we look to the future.

03

Uniform

We create understanding through consistent language, repeating artifacts, and actions. We work to strengthen intuition by applying overlaying solutions for similar problems, but try to remember, consistency is only one tool for a good experience, at times, breaking it is what can deliver better results — We innovate when it's worth it.

03

Uniform

We create understanding through consistent language, repeating artifacts, and actions. We work to strengthen intuition by applying overlaying solutions for similar problems, but try to remember, consistency is only one tool for a good experience, at times, breaking it is what can deliver better results — We innovate when it's worth it.

03

Uniform

We create understanding through consistent language, repeating artifacts, and actions. We work to strengthen intuition by applying overlaying solutions for similar problems, but try to remember, consistency is only one tool for a good experience, at times, breaking it is what can deliver better results — We innovate when it's worth it.

04

Human

We design digital products for people — not computers. We focus on human goals, motivations, and behaviors. We stick to pragmatism when adding to the experience & consider common edge cases, but avoid to get too clever — unless there is proof that it makes our customers more productive.

04

Human

We design digital products for people — not computers. We focus on human goals, motivations, and behaviors. We stick to pragmatism when adding to the experience & consider common edge cases, but avoid to get too clever — unless there is proof that it makes our customers more productive.

04

Human

We design digital products for people — not computers. We focus on human goals, motivations, and behaviors. We stick to pragmatism when adding to the experience & consider common edge cases, but avoid to get too clever — unless there is proof that it makes our customers more productive.

05

Clear

Our systems provide feedback as to what happens, and why, at all times. We are as concise as we can while providing context and help along the way. We prefer obvious to subtle and let the interface speak clearly to its purpose. We consider what needs to be learned once versus information that provides continued value, and use all the tools in our digital belt to instill confidence that our clients are on the right path.

05

Clear

Our systems provide feedback as to what happens, and why, at all times. We are as concise as we can while providing context and help along the way. We prefer obvious to subtle and let the interface speak clearly to its purpose. We consider what needs to be learned once versus information that provides continued value, and use all the tools in our digital belt to instill confidence that our clients are on the right path.

05

Clear

Our systems provide feedback as to what happens, and why, at all times. We are as concise as we can while providing context and help along the way. We prefer obvious to subtle and let the interface speak clearly to its purpose. We consider what needs to be learned once versus information that provides continued value, and use all the tools in our digital belt to instill confidence that our clients are on the right path.

06

Inclusive

We pride ourselves in making a digital environment that is inclusive and considers the full range of human diversity. Interaction with technology depend on what we can see, hear, touch, and learn — we make sure to remember that exclusion can occur, and consider accessibility every step of the way.

06

Inclusive

We pride ourselves in making a digital environment that is inclusive and considers the full range of human diversity. Interaction with technology depend on what we can see, hear, touch, and learn — we make sure to remember that exclusion can occur, and consider accessibility every step of the way.

06

Inclusive

We pride ourselves in making a digital environment that is inclusive and considers the full range of human diversity. Interaction with technology depend on what we can see, hear, touch, and learn — we make sure to remember that exclusion can occur, and consider accessibility every step of the way.

Join Up

Some exciting challenges waiting in the wings:

Reinvent report building to make the complex clear and the right choices easy.

Help clients gauge the right risk tolerance, so advisors can allocate investments to win.

Take the pain out of billing clients and make company staff more productive.

Unearth data insights to clear up blindspots with porfolio management for missed opportunities.

Work to build apps for investors directly, so they can plan smarter & live better.

Ready for serious and fun work in the financial technology sector?