Asset Portfolio Dashboard Development for West Partners
Challenge
West Partners, an asset management service provider, deals with various businesses such as banks, brokerage firms, insurance providers, and credit unions. They needed an advanced platform for reporting, visualization, and pull-out-of-the-box reporting capabilities from diverse data sources, including QuickBase, third-party applications, and Excel files. Providing stakeholders with an easy way to consume data through interactive reports and dashboards.
West Partners, an asset management service provider, deals with various businesses such as banks, brokerage firms, insurance providers, and credit unions. They needed an advanced platform for reporting, visualization, and pull-out-of-the-box reporting capabilities from diverse data sources, including QuickBase, third-party applications, and Excel files. Providing stakeholders with an easy way to consume data through interactive reports and dashboards.
Solution
Intellectyx assisted West Partners in designing, developing, and implementing dashboards with drill-down and ad-hoc reporting capabilities. We integrated data sources using APIs and visualized the fund and category-based analysis using Tableau. The developed dashboards included:
Intellectyx assisted West Partners in designing, developing, and implementing dashboards with drill-down and ad-hoc reporting capabilities. We integrated data sources using APIs and visualized the fund and category-based analysis using Tableau. The developed dashboards included:
Results
Intellectyx assisted West Partners in designing, developing, and implementing dashboards with drill-down and ad-hoc reporting capabilities. We integrated data sources using APIs and visualized the fund and category-based analysis using Tableau. The developed dashboards included:
Intellectyx assisted West Partners in designing, developing, and implementing dashboards with drill-down and ad-hoc reporting capabilities. We integrated data sources using APIs and visualized the fund and category-based analysis using Tableau. The developed dashboards included: