Industry
Financial Services
Technologies
Microsoft Azure, .NET Core, Power BI
About Our Client
Our client is a mid-sized financial services firm specializing in personalized investment strategies for high-net-worth individuals and family offices. Operating across Europe and North America, they manage diverse portfolios and needed a centralized platform to streamline performance tracking and client reporting.
Challenge
The firm was relying on fragmented Excel-based reports and legacy tools to track investment performance across multiple asset classes and accounts. This approach was not only error-prone but also lacked real-time insights, leading to delays in reporting and missed optimization opportunities. Their team needed a modern, secure, and scalable dashboard solution integrated with their existing investment data sources.
Solution
Celestial Infosoft designed and delivered an Azure-based investment dashboard that consolidated data from various custodians and financial platforms into one unified interface.
Our consulting team proposed a scalable architecture using Azure App Services and Azure SQL, built a responsive front end using Angular, and embedded Power BI for interactive portfolio insights. Azure AD integration ensured secure access controls for clients, advisors, and compliance officers.
Project Highlights
- Designed a multi-role investment dashboard with advisor and client views.
- Implemented real-time data aggregation from multiple portfolio systems.
- Embedded Power BI dashboards for drill-down performance analysis.
- Integrated with Azure Active Directory for enterprise-grade security.
- Built a custom report scheduler for automated monthly statements.
Results
- 75% reduction in manual reporting efforts.
- Real-time investment insights led to faster decision-making.
- Improved client satisfaction due to transparent and easy-to-understand dashboards.
- Scalable cloud architecture supports future integration with robo-advisory modules.
Technologies and Tools
Microsoft Azure, .NET Core, Angular, Azure SQL Database, Power BI, Azure Active Directory
Client Feedback
“Celestial Infosoft’s consulting helped us shift from outdated spreadsheets to a dynamic investment dashboard that’s both secure and intuitive. Their technical and strategic input ensured we launched on time and on budget, a critical win for us.”
– Client Says
