Fintech Dashboard & Analytics Platform

The Challenge

An investment firm managing reporting for multiple client accounts across spreadsheets and static exports, with no real-time view of portfolio performance and no auditable access control between client-facing and internal teams.

Discovery

Discovery focused on mapping existing reporting workflows, identifying which metrics were manually recalculated each cycle, and defining the access-control model needed across account types.

The Solution

A multi-tenant web dashboard with role-based views, live data visualization, and a reporting engine that replaced manually assembled spreadsheets.

UI/UX Approach

Dashboard-first interface prioritizing data density without sacrificing readability, with a permission-aware navigation that shows only what each role is authorized to see.

Implementation

Built in vertical slices by report type, with the access-control layer implemented before any dashboard was connected to live data.

Security

Role-based access control, audit logging on data access, and encrypted data at rest and in transit.

Deployment

Deployed on AWS with CI/CD from the project repository and monitoring on core reporting services.

Objectives

• Give client-facing teams real-time visibility into portfolio performance
• Separate access between internal staff and client-facing views
• Replace static report generation with live dashboards
• Establish an auditable trail for who accessed which account data

System Architecture

• Next.js frontend with server-rendered dashboards
• PostgreSQL for transactional and reporting data
• Redis for caching frequently accessed aggregates
• Role-based access control enforced at the API layer

Technologies

Related Services

Related Project