← All workT. Rowe Price

Bringing full investing power to mobile

Modernized the iOS and Android mobile experiences, added features spanning multiple business units, and validated the experience with users.

T. Rowe Price app: account detail screen
T. Rowe Price app: mutual funds screener

Results at a glance

4.6★
App Store rating across 22.6K ratings
82%
More transactions in 2021, up from 86.8K to 157.7K
2.6×
More total visits, reaching 32.4M in 2021
Role
UX Lead
Platform
iOS · Android
Scope
Product Strategy · Data-Dense UI · Transaction Flows
Timeline
2019–2022

Overview

In 2019, T. Rowe Price set out to redesign and rebuild their native Android and iOS mobile applications. The original app was built without a design process and without any designers. Over the years, functionality was added well beyond the original intent, leaving the apps overdue for a redesign, all while new features continued to be introduced to the experience.

My role

I took over as design lead on the project in June 2020, responsible for all of the mobile app designs across iOS, Android, and iPadOS.

Navigation, visuals, and patterns rebuilt for each OS

Modernization focused on three core pillars: navigation & UI, visual design, and OS-native design patterns. The navigation was redesigned on both platforms, while the visual design was refreshed through T. Rowe Price’s enterprise design system, ensuring cohesion across products and platforms. Interactions were enhanced to align with user expectations on each platform, and on iOS the app moved to a universal app to enable rapid iteration on the iPad experience.

Two mobile app screens side by side: the legacy account summary on the left and the redesigned portfolio screen on the right
Legacy experience (left) vs new experience (right)
Two iPad screens side by side: the legacy Account Details page on the left and the redesigned portfolio dashboard on the right
Legacy experience (left) vs new experience (right)

Tables that fit more data on a small screen

Many experiential enhancements have been made throughout the app. One such example is the mutual funds research tool - a large table that contains data for over 150 mutual funds. The previous iteration limited the amount of data shown, reducing its value compared to the comprehensive experience on the website.

I created a new approach to tables that allowed more data to be presented. The locked first column of the original table was replaced with a horizontally-locked, tappable label at the top of each row, letting users scroll horizontally to view fund details without losing context. This also reduced row height, improving users’ ability to compare multiple funds at once.

Legacy mutual funds screener
Legacy experience (left) vs new experience (right)

This table style was also applied to the portfolio section. Previously, users had to tap into each fund to view details in standalone screens which required users to navigate back and forth to understand a full account. The updated tables give a comprehensive view of an account in one place. Horizontally scrolling data lets users see every fund’s performance together, reducing cognitive load.

Legacy portfolio funds view
Legacy experience (left) vs new experience (right)

More transactions available in the app

Second only to portfolio monitoring, transaction flows are the most important function of the apps. Only a handful of the website’s flows were available in the app, featuring unintuitive patterns and out-of-date designs that failed accessibility checks.

I redesigned the existing flows to utilize the enterprise design system with interaction patterns users would be more familiar with. Then I leveraged those patterns to build new flows, closing feature gaps between the apps and the website.

Legacy sell flow, step 1Legacy sell flow, step 2Legacy sell flow, step 3Legacy sell flow, step 4Legacy sell flow, step 5
Legacy experience: failing contrast, redundant information, and hidden calls to action

Results

Since the redesign, the mobile app has seen significant growth in unique users and visits while App Store ratings have climbed.

4.6★
App Store rating across 22.6K ratings
82%
More transactions in 2021, up from 86.8K to 157.7K
32.4M
Total visits in 2021, a 2.6× increase
2017
2018
2019
2020
2021
2022*
Jan–Jul
Unique visitors
357,328
468,104
602,434
758,399
866,690
688,950*
YoY change
–
+31.0%
+28.7%
+25.9%
+14.3%
–
Total visits
12,525,259
16,537,885
19,389,098
27,034,511
32,406,466
75,357,534*
YoY change
–
+32.0%
+17.2%
+39.4%
+19.9%
–
Transactions
–
53,878
73,539
86,789
157,727
–
YoY change
–
–
+36.5%
+18.0%
+81.7%
–
*2022 data is available through July 1 and does not include year end results
Apple App Store
App Store review titled “Excellent information source”: five stars, praising how the app shows how investments are doingApp Store review titled “Outstanding”: five stars, saying the app is not a limited version of the websiteApp Store review titled “A Great App!”: five stars, calling it easy to use with graphics that are easy to understand
Google Play Store
Google Play review: five stars, from a long-time user who finds the interface clear and easy to navigateGoogle Play review: five stars, praising account access, the data provided and the dashboardGoogle Play review: five stars, praising the 401k information and the transaction breakdownGoogle Play review: five stars, saying it is user-friendly and easy for changing contributions and fund allocationGoogle Play review: five stars, calling the app an excellent tool for retirement management
Five-star reviews from the App Store and Google Play
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