1. Project Overview
A mid-sised financial advisory firm wanted to streamline how they tracked client performance, internal KPIs, and compliance reporting. They were juggling multiple spreadsheets and third-party tools — leading to fragmented insights and manual errors.
Merto was brought in to design and build a secure, centralised dashboard with custom reporting capabilities tailored to the firm’s specific workflows and regulatory needs.
2. The Challenge
The advisory company faced:
- Disconnected data across Excel, CRM, and compliance software
- Manual reporting taking 10+ hours per week
- Inconsistent formatting and human errors
- Lack of real-time insights for advisors and partners
- Pressure to improve transparency for clients and auditors
3. Our Approach
We started with a deep discovery phase to understand their reporting cycles, KPI definitions, and data sources. Our solution focused on:
- Mapping all data touchpoints (CRM, accounting tools, compliance logs)
- Designing a modular dashboard structure by user role (Advisors, Partners, Admin)
- Automating reporting logic based on real-time inputs
- Ensuring FCA-compliant data handling
Weekly demos ensured alignment with stakeholders.
4. The Solution
We delivered a custom-built web dashboard featuring:
- Role-based access and secure login
- API integrations with CRM and financial tools (Xero, Salesforce)
- Auto-generated client performance reports
- Visual KPI tracking (charts, trends, red flags)
- Scheduled report exports (PDF/CSV) for regulators and internal review
- Encrypted data pipelines and audit trails
5. Results & Impact
- 90% reduction in time spent preparing reports
- Improved client retention due to transparent reporting
- Real-time visibility into advisory performance metrics
- Increased data integrity and reduced compliance risk
- Received positive feedback from internal teams and clients during QBRs
6. Client Feedback
“This dashboard transformed how we work. We no longer waste time chasing numbers — we focus on advising.”
– Senior Partner, FinAdvisory UK
7. Tech Stack / Tools Used
- React, Node.js, Chart.js
- PostgreSQL with RLS
- Salesforce APIs
- AWS S3 for report archiving
- Custom role & permissions engine
- GDPR/FCA compliance filters
8. Visuals / Screenshots
9. Ongoing Engagement
The client has retained Merto for quarterly dashboard enhancements and analytics add-ons (AI-powered forecasting is next on the roadmap).