FinTech · Data + Graphic Design

Investment Analytics & Reporting Suite

Portfolio analytics dashboard with a consistent visual system and automated reporting — replacing manual spreadsheets.

The challenge

Investment teams relied on spreadsheet exports and static PDFs. Executives lacked a single trusted view of portfolio performance updated daily.

Our approach

• Designed a cohesive UI system for charts, tables, and reports
• Built live analytics views connected to portfolio data sources
• Automated recurring report generation and distribution
• Trained client team on dashboard maintenance