Case Study - Shareholdings Tracker
This dashboard facilitates the monitoring of an individual ownership of shares in various companies, ensuring compliance and assessing annual financial performance.
- Client
- Company
- Year
- Service
- Dashboard
Overview
The Shares Ownership and Compliance Dashboard is a helpful tool that lets individuals and companies keep track of the shares they own in various companies. It ensures that they are following the rules and regulations related to share ownership. Additionally, the dashboard provides a way to assess how well these investments are performing on a yearly basis. It simplifies the management of investments and aids in making informed decisions about them.
This dashboard allows users to easily see which companies they have invested in and the percentage of ownership they have in each. It eliminates the complexity of monitoring multiple investments across different companies.
What we did
- Business Intelligence
- Custom Dashboard
- Shareholdings
The Shareholdings Tracker, developed in collaboration with Pystorm, stands as a testament to precision in financial analytics. Meticulously designed for rigorous compliance and financial assessment, it simplifies the intricacies of investment management.
Dashboard
- Faster compliance checks
- 25%
- Reduced tracking errors
- 15%
- Efficient annual assessments
- 40%
- Enhanced decision-making
- 50%