Project Overview
FinLens is a multi-tenant financial analytics platform built for a financial services firm that manages portfolios on behalf of multiple corporate clients. Each client organisation gets a branded, private dashboard showing their portfolio performance, transaction history, risk metrics, and custom KPIs — all updated live from market data feeds.
What We Were Solving
The firm was producing client reports manually in Excel — a process that consumed two full-time analysts and regularly led to errors and delays. Clients were receiving static PDFs weekly and had no way to view live data or drill into their portfolio performance independently. As the client base grew, the manual reporting process simply could not scale.
How We Built It
Media Bracket built a multi-tenant SaaS-style platform where each client organisation has an isolated, private environment. Live market data is ingested via third-party financial APIs and processed in real time. We built a flexible reporting engine that allows firm administrators to define custom KPI sets per client, which are then rendered automatically into printable report formats. Role-based access ensures analysts, managers, and client contacts each see only the data relevant to them.
The Results
Manual reporting time dropped from 40 hours per week to under 4. The firm onboarded six new corporate clients in the three months following launch — growth that would have been impossible under the previous manual process. Client satisfaction scores improved significantly, with live dashboard access cited as the most valued new capability.
Technologies Used
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