Fintech Advisory: a data-first internal tool that surfaces opportunities
An investment advisory with five data sources, a growing book, and a team spending days each week assembling spreadsheets by hand. I built an internal tool that unified the data and did the assembly for them.
What changed
The Problem
"We waste hours per week manually assembling data, performing analysis, and building proposals. We need a solution that automates the data work and provides us what we need to make decisions and sell more"
Pain Points:
- •5 different data sources
- •Hours to transform data and build reports
- •All opportunities are manually identified
- •Not a system that can scale with the business
The Solution
Proposal & Opportunity Workbench
Core Features:
- •Unified portfolio data model
- •Automated opportunity detection
- •One-click analysis and reporting
- •MVP tool that saves time and can scale with the team
4-Week Build Sprint
Week 1: Data Modelling
Consolidated data sources and formats into consistent schema covering positions, cost basis, risk profiles, and strategy preferences. Established single source of truth through well-defined data models and transformations.
Week 2: Opportunity Engine
Built detection algorithms for rebalance triggers, strategy compliance, and intelligent recommendations.
Week 3: MVP & Analytics
Shipped the internal tool: automated data assembly, analysis views, and the opportunity cards the team uses to decide what to propose
Week 4: Adoption & Training
Created advisor runbook for structured note entry. Trained team on using the system. Outlined next work.
Data quality, before and after
Tech Stack
Data Pipeline
- File ingests → Postgres
- Lightweight Supabase backend with auth, storage and transformation functions
- Unified models and reporting frameworks
Front End
- Unified front end for data analysis and reporting
- Auth and security for the team
- Interactive charts, tables and opportunity cards
Engagement Model
Started with diagnostic to map opportunities, built the spine in 4 weeks, then moved to monthly build work for ongoing stewardship.
Have a similar problem?
A short fit call first. If a diagnostic is the right next step, it ends with a written 90-day plan.