Finance · Web · 2023
Portfolio dashboard
A consolidated view of investments, with real-time updates and custom reports.
Decisions on real-time data
The challenge
The investment view came from spreadsheets and manual reports, always outdated and hard to consolidate.
What we did
We built a dashboard with a consolidated portfolio view, real-time updates and custom reports.
The result
The team now decides on real-time data, without the manual work of consolidating spreadsheets.
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