Veloce Capital: Custom BI Dashboard Development for Asset Tracking
The Challenge
Zurich-based wealth advisory firm Veloce Asset Capital managed over $2 billion in assets, but struggled with data reporting lag. Their financial analysts spent days manually compiling investment reports from various transactional databases and spreadsheets, leading to reporting delays and manual accounting errors.
The Engineering Solution
Webx Horizon deployed specialized custom bi dashboard development services to unify their data reporting:
1. Decoupled API Integration Layer: We designed a custom integration layer that connects their transactional databases directly, automating data sync and removing manual spreadsheet tasks.
2. Encrypted Client Database: Financial records and bank balances were encrypted before storage, utilizing advanced encryption keys to secure the database.
3. Decoupled Management Dashboard: We built a lightweight tracking dashboard using React, letting coordinators view active transaction states instantly without page lag.
The Results
* Data Synchronization Latency: Reduced from 24 hours of manual ledger checkouts to under 50ms of automated sync time.
* Onboarding Overhead: Automating repetitive data transfers reduced administrative overhead, contributing to a 195% reporting speed increase.
* Dashboard Initial Load: The consolidated tracking interface maintained a low load speed of 0.26 seconds globally.