Financial Services

Solutions

Investment Services

Discover how our tailored solutions for financial services streamline data integration, enhance reporting, and ensure compliance. Empower your organisation with real-time insights, automated workflows, and secure data management to stay ahead in a competitive market

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Investment Service Solutions

Data Integration

Seamless Platform Connectivity

Integrate trading, portfolio management, and CRM platforms for a unified view of client accounts.

Real-Time Market Data Updates

Sync live market data to ensure portfolio performance stays current across systems.

API Flexibility for Custom Investments

Easily integrate bespoke investment tools to align with client needs and regulatory requirements.

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Data Integration

Secure Trade Archiving

Store transaction records immutably for compliance with financial regulations.

Time-Stamped Audit Logs

Maintain precise logs of every trade and adjustment for audit readiness.

Instant Record Access

Locate client records or trade history instantly during reviews or audits.

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Reporting

Portfolio Performance Reports

Generate real-time performance reports to identify investment opportunities.

Customisable Client Dashboards

Create tailored dashboards highlighting client-specific financial metrics.

Automated Reporting for Compliance

Schedule regulatory reports to ensure timely submission without manual effort.

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Data Sharing

Permission-Based Client Sharing

Share sensitive investment data securely with authorised stakeholders.

Real-Time Portfolio Updates

Provide clients with live updates on their portfolios for increased transparency.

Multi-Format Export for Advisors

Export reports in PDF or Excel to share insights during client meetings.

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User Management & Security

Role-Based Portfolio Access

Secure client portfolios with permissions tailored to team roles.

User Action Logs

Track every platform interaction to ensure compliance and accountability.

SSO for Financial Platforms

Streamline advisor access across trading and reporting systems.

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Workflows

Portfolio Review Automation

Streamline client portfolio reviews with automated workflows.

Trigger-Based Alerts

Set notifications for trades or market changes to act faster.

Scalable Compliance Workflows

Build compliance processes that adapt as regulations change.

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Why use Firefly

Dynamic & Interactive user portal

FireflyBI delivers dynamically generated presentations, allow users without a technical background to create great looking easy to use information apps, screens and dialogues that maximise the information value.

Dashboards and reports no longer need to be built by a specialist, they can be created by users with guidance and advice from both FireflyBI and their colleagues.

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Dynamic & Interactive user portal

Integrate and support

BI and data stores no longer need to be one-way repositories, data and calculations managed by the platform can be shared back to operational systems and customer or partner apps to improve their knowledge and experience.

Simple integration with popular cloud and on-premise products and industry standards.

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Self-Service interactive experience

Everyone uses search engines and other functions online and so internal reporting capabilities should build on that experience. Utilising Natural language and interactive chat-oriented discussions allows users to explore data more naturally.

Collaboration with colleagues and peers allow a greater understanding of the information, capabilities and the meaning of the data being viewed. This in turn will drive better decision making and often faster decision making which can provide real value to all.

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Self-Service interactive experience

Managed Data store

Data store automatically managed by FireflyBI, which removes the requirement for technical design or management of aggregates, summary tables, indexes and caching algorithms.

Data can be maintained in remote data sources and accessed as required by FireflyBI, reducing the impact of data duplication and change latency issues.

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What our clients have to say

Firefly has changed how we work, we can now monitor what we spend and where revenue comes from across platforms. It’s easily saved us 3-4X it’s cost in ad spend alone.

Carl
16,August

“My experience was great.People took time to explain. There was nopressure. ”

Carl
16,August

“From the beginning of our relationship,FD guided us all the way, supporting...”

Carl
16,August

"Your modelling gives confidence despite market volatility. Consistency matters more than timing mistakes we’d make on our own."

Carl
16,August

"They challenge clients to think about money in terms of life goals—even beyond life! I’d happily recommend them to anyone seeking clarity."

Carl
16,August

Data Integration

Data Store

Reporting

Data Sharing

User mgmt & security

Workflows

Data Integration

Data Integration

Reporting

Data Sharing

User Management & Security

Workflows

Why use Firefly

Dynamic & Interactive user portal

Dynamic & Interactive user portal

Integrate and support

Integrate and support

Self-Service interactive experience

Self-Service interactive experience

Managed Data store

Managed Data store