Transforming complex investment data into clear, actionable insight.

At Fishtank, we deliver secure, modern data‑visualisation solutions built entirely on Microsoft Azure and the wider Microsoft ecosystem. Our infrastructure allows us to deploy, scale and manage reporting environments rapidly for each client, ensuring the highest levels of security, reliability and performance.

 

Power BI Dashboards for Every Stakeholder

We maintain a comprehensive library of pre‑built Power BI dashboards designed around the real needs of investment‑management and wealth‑management stakeholders.

These views support the full breadth of client and operational functions, including:

  • Executive Committees
  • Finance
  • Distribution & Sales Leadership
  • Business Development Managers
  • Product & Marketing
  • Human Resources
  • Data, Analytics and COO Teams

Each dashboard is designed to surface critical patterns, trends and performance drivers using intuitive visuals that support fast, confident decision‑making.

 

Rapid Customisation to Client Requirements

While the standard suite meets most day‑to‑day needs, every client and stakeholder has unique priorities.
Fishtank’s architecture allows us to:

  • Extend or modify existing dashboards rapidly
  • Incorporate new data sources within Azure
  • Build tailored visualisations for specific business questions
  • Deploy and iterate securely within controlled client environments

Our approach balances repeatability with bespoke flexibility — enabling clients to see exactly the information they need, when they need it.

 

Secure, Scalable, Microsoft‑Aligned Architecture

All data‑visualisation solutions are deployed using:

  • Microsoft Azure for secure hosting and controlled access
  • Microsoft Entra ID for identity management and MFA
  • Azure Storage and SQL services for structured data handling
  • Power BI for visualisation, governance and distribution

This ensures clients benefit from enterprise‑grade security, regulatory alignment and a technology stack designed for longevity.

 

Mobile‑Optimised Reporting

All dashboards are delivered with mobile‑friendly layouts, enabling stakeholders to access insights securely from anywhere — whether reviewing AUM flows before a client meeting, checking monthly sales performance, or monitoring operational metrics in real time.

Driving Better Decisions Through Better Insight

Our goal is simple: to turn complex data into clear, actionable intelligence that empowers your teams to perform at their best.

By combining deep industry experience with modern Microsoft technologies, Fishtank delivers data‑visualisation solutions that enhance transparency, support decision‑making and strengthen commercial performance across your organisation.