11→1
data feeds united in a single view
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Cloud Integration
Beacon Finance Platform — Realtime Analytics
A compliant, realtime portfolio dashboard consolidating eleven data feeds into one secure view.
Project Overview
Eleven feeds, one secure view
- Client
- Beacon Financial Partners
- Industry
- FinTech
- Country
- Austin, Texas
- Services
- Cloud Integration, FinTech
- Duration
- 18 weeks
The Challenge
Positions scattered across eleven tools
- Analysts reconciled eleven market, custody and risk feeds by hand every morning.
- Client reporting had to be provably compliant, with a full audit trail on every figure.
- The old overnight batch meant advisors started the day on yesterday's numbers.
What We Built
One dashboard, live and auditable
We built a cloud-hosted portfolio dashboard that streams all eleven feeds into one governed view, with role-based access, SSO and an audit log recording the source of every number on screen.
- Realtime ingestion from eleven market, custody and risk feeds
- SSO, advisor/client roles and a full per-figure audit trail
- One-click compliant client reports generated from live data
2s
live refresh on portfolio positions
Zero
compliance findings at first review
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