The client is one of the largest private, independent custodian firms committed to the evolving needs of advisors, financial institutions, businesses, and individual investors. They manage over a million accounts and several billion dollars worth of assets.
The client used a manual system and Excel spreadsheets to analyze the data, which produced less-than-ideal results and took time and effort. The system posed the following challenges:
PreludeSys’s expert team integrated Power BI into their existing SQL server and third-party systems, enabling them to generate on-demand, immersive and interactive reports. We used APIs for integration to customize reports based on their business needs.
Power BI, SQL Server
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