Case study · Boutique investment firm

Atlas Capital

A wealth management firm reported results in hand-assembled quarterly PDFs. Investors asked about their portfolio by email - and waited.

Year

2026

Timeline

12 weeks

Stack

Next.jsDashboardData vizAutomatyzacja

atlascapital.io

01The challenge

A wealthy investor expects from a boutique what they get from a private bank: portfolio insight here and now. Manual reporting cost the team three days every quarter and didn't scale with the client base.

02What we built

An investor panel with live portfolio charts, auto-generated reports and a secure document vault - plus a public site that qualifies investors before they reach a call.

A portfolio dashboard with continuously updated valuation

Quarterly reports generated automatically in 4 minutes

Investor qualification via a scoring form

An encrypted, GDPR-compliant document vault

03The results

2,1×

more qualified leads

4 min

quarterly report generation

−90%

team time spent on reporting

„The panel impressed investors more than our returns. And our returns are good.”

- Partner, Atlas Capital

More work

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