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Brokerage
Client Performance Reporting & Trade Blotter Dashboards
Complexity
Very High
Timeline
14-18 weeks
Outcomes
4+
Challenge
Advisors unable to provide timely performance reports and trade blotters, relying on manual data compilation from multiple systems.
Solution
Tableau-powered dashboards embedded in FSC with real-time data aggregation from OMS and custodial systems, accessible via Experience Cloud portal.
Key Outcomes
- 78% increase in customer satisfaction
- Real-time trade blotter visibility
- Automated performance report generation
- Self-service client portal access
Tags
reportingbrokerageanalyticsdashboardsperformance
Implementation Timeline
14-18 weeks
Very High Complexity