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12/06/2025

Custom Dashboard & Reporting Tool for a Financial Advisory Company

Custom Dashboard & Reporting Tool for a Financial Advisory Company

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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

Assistant_A_Professional_financi.webp

9. Ongoing Engagement

The client has retained Merto for quarterly dashboard enhancements and analytics add-ons (AI-powered forecasting is next on the roadmap).