According to the analysis of the situational characteristics of mobile use of financial market investment system in the early stage, the uncertainty of the use environment of the mobile side often leads to the user's operation of the mobile side only at the time of fragmentation. In addition, according to the field observation of the investment manager using the PC side of the observation, users in the use of financial market investment system have clear objectives, such as looking at the overall data, query specific project/fund information, pay attention to work to-do list, view new news and so on. Combined with the research on the investment management platform, this paper summarizes the security principles, consistency principles, operational flexibility principles, feedback effectiveness principles and brand communication principles applicable to the mobile design of financial market investment systems, which are described as follows:<br>Security is the primary basis for investment management systems to operate online. According to Deloitte's global risk management survey, many investment management companies may need to modernize their risk management, with 60 percent of investment managers surveyed citing cybersecurity as one of the three main challenges to risk management, and the U.S. Securities and Exchange Commission and European financial regulators focusing on cybersecurity.<br>The principle of consistency stems from Nielsen's top ten usability principles, and Nielsen points out that the same language, function, and operation should be consistent on software pages, and that the same actions should result in the same results in the same language and context. Applying the principle of consistency design in investment management system can help users to quickly familiarize themselves with and locate their target information in the same type of page, the following three aspects explain how to grasp the consistency of the mobile side of the investment management system, first need to meet the business layer and logical layer, followed by the framework layer and structure layer, and finally the interaction and interface performance layer.
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