Use case: Portfolio Management System Error Identification

Context:

For a wealth management boutique, fixing bugs in data quality for highly heterogeneous data sources as well as generating personalized and efficient client reporting is highly time-consuming.

Objective:

Develop dashboards to enhance client reporting as well as monitor data quality of its Portfolio Management System.

Technologies:

  • Microsoft Access DB
  • R Shiny

Solution:

For the client reporting side, a PowerBI dashboard enables the client to navigate their portfolio and historic performances as well as to perform “What if” analysis on their allocations.

For the data quality side, a R Shiny app automatically detecting data inconsistencies in PMS system and enables smart navigation to swiftly solve issues