ATB Investment Management Inc. Compass Portfolio Toolkit User Interface Design

I was asked to design a layout and the user interface for this online toolkit. The purpose of this toolkit was to give an overview of the Compass Portfolio Series, it's history, management philosophy, and broad financial data on its performance. This needs to be displayed and be accessible within ATB Financial's enterprise network and be compatible to with all of their personal computer desktops and approved tablet.

With some direction from the ATB Financial web design team, I was able to determine what can and cannot work in this medium, play around with some animation concepts and solving issues regarding displaying large amounts of data and information within a small space.