Client Overview
Client: Confidential Wealth Management Firm
Industry: Investment Advisory & Wealth Management
Duration: 2 Months (End-to-End Implementation)
Business Challenge
The firm relied on fragmented Excel-based workflows for investment research, resulting in inefficiencies, delayed insights, and inconsistencies across advisor portfolios. They required centralized, visual, and dynamic dashboards to support internal analysts and client-facing advisors with real-time investment insights.
Our Solution
Durga Analytics delivered a comprehensive investment research dashboard suite, integrating external financial data with internal CRM and advisory portfolio views. These dashboards streamlined daily research operations and enhanced advisor-client conversations.
- Integrated feeds from AMFI, NSE, BSE, and internal CRM
- Dashboards included mutual fund comparison, historical NAV trends, portfolio risk metrics
- 1-click filters for sector exposure, SIP performance, and benchmark comparison
- Role-based access and SSO integration into advisor portal
Key Outcomes
- 60% reduction in time spent on manual fund analysis
- Improved client trust through visual, data-backed advisory
- Advisors could generate instant investment insights during meetings
- Operations team gained centralized view of product performance
Technology Stack
Dashboards: Power BI
Data Integration: Python, SQL Server, REST APIs
Access & Deployment: Azure Active Directory, Embedded Web Portal
Client Testimonial
“The dashboards developed by Durga Analytics completely changed our investment research process. We now make decisions faster, with full visibility across products, portfolios, and market dynamics.”
— Head of Investment Advisory
Next Steps
We’re working with the client to extend the platform to include live macro indicators, ESG scores, and real-time alerts for fund underperformance and volatility spikes.
Want to equip your advisory teams with intelligent dashboards? Talk to our data team