03
FinTech
FinanceFlow Dashboard
Real-time financial analytics
Client FinanceFlow Ltd.
Year 2024
Duration 5 months
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Dashboard DesignData VisualizationReal-time SystemsSecurity Implementation
The Challenge
What We
What We
Were Solving
Financial advisors were using 5+ different tools to manage client portfolios. Data was siloed, reporting took hours, and there was no real-time visibility into market changes affecting client positions.
Our Solution
How We
How We
Solved It
We created a unified dashboard that aggregates data from multiple sources, provides real-time market updates, and automates reporting. Custom alerts notify advisors of significant portfolio changes instantly.
01
Stakeholder interviews with financial advisors
02
Data architecture and API integration planning
03
Real-time WebSocket implementation
04
Security audit and compliance review
05
Phased rollout with training
The Results
Impact
Impact
Delivered
73% Time Saved On daily reporting
99.9% Uptime Platform reliability
12ms Data Latency Real-time updates
$2.4B Assets Managed Through platform
"
We went from spending 3 hours on morning reports to having everything ready before we even sit down. Game-changing.
James Mitchell Managing Director, FinanceFlow
Technology Stack
ReactD3.jsNode.jsWebSocketPostgreSQLRedisAWSPlaid API
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