ChartIQ Blog

Posted on by Josh McCrowell

How ChartIQ Applied The Core Principles of Great UX When Building Their Capital Markets Integration Platform

We've learned many lessons on our journey to Finsemble 3.0, and we know that the journey is never over. If you haven’t read part one in this series check it out here. (Click here) This post describes how ChartIQ took five core principles of delivering great UX and describes in further detail how we applied these core principles to our integration platform, Finsemble.

Interested in building and delivering software with great UX? Read on.

Principle 1: Preserving User Autonomy

Finsemble 3.0's user experience

Finsemble integrates different applications, allowing them to operate together. One type of integration Finsemble provides (with no code changes to your apps!) is called visual integration. Visual integration provides a unified way to physically interact with your apps: they're all launched, moved around, saved, and restored by Finsemble. That is, all of your applications benefit from Finsemble's overarching UX.  

The goal of visual integration is to create form that enhances function. Good aesthetics make information crystal clear. Window management allows for the effortless arrangement of critical apps. Workspace creation gives users control over their screen real estate.


Principle 2: Prioritizing Visual Clarity

Finsemble prioritizes visual clarity:

  • Lots of financial software cram data into a small space. For example, they might place a streaming stock ticker into a windows title bar, which can grow and shrink as the windows changes size. Finsemble makes accommodations for this by injecting its own windows title bar that can display this information and maintain a minimum size so that titles and other important information are always clearly legible.
  • Conceptually similar applications can be grouped into app suites. When a user clicks one of these applications, everything in the app suite hyperfocuses: related apps are also restored and brought to the front.


Principle 3: Promoting Effortless Interactions

Finsemble promotes effortless interactions:

  • When two applications are logically integrated together, they can share data with each other. A user can choose to link the two applications together, so a change in one application updates the other automatically.
  • It's tedious to sign on and provide authentication credentials for each individual application you use. To solve this issue, Finsemble supports federated authentication. A user needs only to sign in when Finsemble starts and all of their applications will be available to them.


Principle 4: Facilitating Scope Switching

Finsemble facilitates scope switching:

  • A familiar way to switch contexts is tabbing. A Finsemble user can drag windows together and switch between them by clicking on their tabs. Because Finsemble operates on a desktop paradigm, users can create tabs from any program they use.
  • Window configurations can be saved and restored as workspaces. This allows users to preserve their workspaces between sessions, or switch between different sets of layouts during their working day. Imagine if you have "Tuesday work" that you do weekly. Workspaces let you re-configure your desktop layout each Tuesday just for those tasks.


Principle 5: Anticipating User’s Expectations

Finsemble anticipates the types of interactions and expectations of its users:

  • Fintech users have workspaces that stretch across a multi-monitor setup. As such, Finsemble had to be monitor aware. An app launched by Finsemble loads exactly where the user expects: on the same monitor they launched it from!
  • During testing, we saw that users would attempt to drag items from the menu or pinned to the toolbar instead of just clicking them to open. Obviously, this was a feature we needed! Now, users can drag an item from a menu to open that app.


Want to learn more about our integration platform, Finsemble? Click here to visit our product page.