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Financial Software

Financial Analytics Dashboard

Client: Investment Partners LLC
Industry: Finance
Year: 2023
Duration: 10 months
Team Size: 7

Created a sophisticated financial analytics dashboard providing real-time insights, portfolio tracking, risk analysis, and automated reporting for institutional investors.

The Challenge

The investment firm was relying on multiple disconnected tools and spreadsheets for portfolio analysis, leading to delayed insights and increased risk of errors. They needed a unified platform with real-time data and advanced analytics.

Our Solution

We built a comprehensive analytics platform with real-time market data feeds, custom visualization tools, automated risk calculations, and regulatory compliance reporting. The system handles millions of data points daily with sub-second query performance.

Key Features Delivered

Real-time market data integration
Portfolio performance tracking
Risk analysis and alerts
Automated compliance reporting
Custom data visualizations
Multi-currency support
Historical data analysis
Secure user authentication

Technologies Used

Vue.jsPythonFastAPIPostgreSQLTimescaleDBRedisD3.jsWebSocket

Results & Impact

70% faster portfolio analysis

90% reduction in manual reporting time

Real-time risk monitoring

$2M saved annually in operational costs

Zero compliance issues since deployment

"The platform has given us a competitive edge with insights we never had before. Absolutely game-changing."
DP
David Park
Chief Investment Officer at Investment Partners LLC

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