Wedbush

Client: Wedbush Securities Inc., based in Los Angeles, is a leading provider of securities brokerage and investment banking services. They offer a range of services including mergers and acquisitions, valuation, leveraged and management buyouts, private placements, public equity offerings, fairness opinions, and strategic partnership advisory.

Challenge: Watchdog is Wedbush’s post-trading, advanced risk metrics and portfolio monitoring software. Its web-based interface provides detailed risk metrics for entire portfolios and includes features such as:

• Real-time portfolio risk metrics analytics
• Simulated portfolio shock and scenario analysis
• Customizable dashboards and user-configurable alerts

Wedbush sought to enhance Watchdog by incorporating rich features with an intuitive UI/UX while maintaining high performance.

Solution: SSI collaborated closely with Wedbush’s financial engineers to redesign Watchdog’s user interface and experience, utilizing advanced tools and technologies. Key enhancements included:

• Responsiveness: SSI transformed Watchdog from a non-responsive platform into a fully responsive application.
• Cross-Platform Accessibility: Initially available only for Mac users, Watchdog is now accessible on any device, broadening its reach.
• Analytics Revamp: SSI introduced dynamic, visual charting features that enable users to perform on-the-fly data exploration and analysis through interactive dashboards.
• UI/UX Improvements: SSI revamped the UI with an engaging and intuitive design and enhanced the UX through customer experience research, competitor analysis, prototyping, and rigorous quality testing.

Result: SSI successfully aligned Wedbush’s Watchdog with user needs, refining the interface and experience to effectively meet both business goals and user expectations.