Investment Funds & Distributors Dashboard
How Iqra Technology delivered a comprehensive Power BI reporting solution for a Financial Services and Investment Fund Management company in France — enabling real-time fund performance tracking, distributor analytics, and portfolio visibility.
Client Overview
A mid-scale Financial Services and Investment Fund Management organization based in France, with a workforce of 200–1,000 professionals managing multiple investment funds across European markets. The company serves institutional and retail investors through a network of external distributors and financial intermediaries.
The client manages a diverse portfolio of funds with varying asset classes, performance benchmarks, and distributor relationships. Their fund management and investor relations teams required consolidated, real-time reporting across fund performance, AUM movements, and distributor-level contribution — data that was previously siloed across multiple systems and static Excel reports.
Iqra Technology was engaged to build a Power BI solution that would unify fund data and distributor metrics into a single, interactive analytics platform accessible to portfolio managers, compliance teams, and executive leadership.
Industry Details
Project Overview
A Financial Services company in France managing multiple investment funds sought to replace fragmented, static reporting with a unified Power BI analytics platform. The project centered on building interactive dashboards that provided real-time visibility into fund performance metrics, assets under management (AUM), distributor network contribution, and portfolio composition.
Iqra Technology designed and developed a multi-page Power BI solution that integrated data from fund administration systems, CRM tools, and financial data feeds — enabling portfolio managers and leadership to monitor fund health, track distributor performance, and make data-driven investment decisions through a single, role-appropriate reporting environment.
Client Requirements
- Build a centralized Power BI dashboard consolidating all fund performance and distributor data.
- Track AUM (assets under management) trends, fund inflows, and outflows in real time.
- Monitor distributor network performance — sales contribution, redemptions, and net flows by distributor.
- Provide interactive portfolio composition and asset allocation views by fund.
- Enable performance benchmarking against fund-specific targets and market indices.
- Design role-based access for portfolio managers, compliance teams, and executive leadership.
- Replace manual Excel-based fund reporting with automated, scheduled Power BI refreshes.
- Deliver drill-through capabilities from summary to detailed fund and distributor level data.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
- Multi-page Power BI report: fund summary, distributor analytics, AUM trends, and portfolio composition.
- DAX measures for AUM movement, net flows, redemption rates, and performance vs benchmark.
- Distributor contribution tracking with drill-through to individual distributor transaction data.
- Role-Level Security (RLS) configured for three distinct user roles across the organization.
- Automated scheduled data refresh connecting live fund administration system feeds.
- Executive KPI summary page with high-level fund health indicators and trend sparklines.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly, built the website, and completed the API integration smoothly. The end result has streamlined our operations."
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
FAQs
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