My Wealth Solutions Case Study

Power BI dashboards improving reporting accuracy and business visibility

Company Background

My Wealth Solutions is a financial advice firm that provides personalised holistic advice through boutique advisory offices in Brisbane, Sydney, Melbourne and the Gold Coast. The firm has a particular emphasis on wealth creation and accessibility of advice for everyday Australians.

Problem

With a quickly expanding team and client base, the business required a solution to have better visibility over operations and performance. The existing spreadsheets, although well designed were beginning to show limitations of high manual effort and lack of visualisation capabilities.

Our Solution

To achieve better oversight of the business, we produced a solution that included a data warehouse and a Power BI reporting suite. Data from multiple systems is sent automatically to the data warehouse where it is easily accessible for reporting. The Power BI reports are then used to display this data in meaningful visuals that deliver key insights to both leadership and staff on demand.

Benefits

My Wealth Solutions now has complete oversight of their business operations and as a bonus the automated reporting solution saves days of manual reporting each month.

We are extraordinarily grateful for the opportunity to work with My Wealth.

“We had a fantastic experience working with Lachlan from OnReport! He helped us collate our data and transform it into insightful and visually impressive Power BI dashboards. His expertise, attention to detail, and ability to translate complex data into meaningful reports made a huge difference for our business. Lachlan was professional, efficient, and a pleasure to work with throughout the process. Highly recommend his services to anyone looking for top-tier data analytics and reporting solutions!”

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