DataTako for financial services
Deliver interactive financial reports, portfolio analytics, and compliance dashboards through a branded, enterprise-grade portal — no Power BI licenses needed for your clients.
Distributing sensitive financial data to clients and stakeholders demands security, precision, and efficiency.
Emailing financial reports as attachments creates security risks and leaves an uncontrolled trail of sensitive data.
Building and distributing custom reports per client entity is repetitive, error-prone, and doesn't scale.
Giving every client, auditor, and board member a Power BI Pro license is expensive and impractical.
Ensuring each entity, fund, or client only sees their own financial data requires careful access control at scale.
Everything you need to share financial insights securely across clients, entities, and stakeholders.
Brand the portal with your firm's logo, colors, and domain. Clients experience your financial services brand, not a third-party tool.
Each client, fund, or entity only sees their own financials. Power BI row-level security enforces data isolation automatically.
Deliver interactive compliance and financial reports clients can filter by period, account, or entity and export for auditors.
Manage reporting for multiple entities, funds, or subsidiaries from a single workspace with complete data separation.
Reports update automatically. Your clients always see the latest data without manual intervention.
Clients can access their dashboards from any device — desktop, tablet, or mobile.
From client onboarding to regulatory compliance, DataTako streamlines financial data delivery.
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Give each client a branded portal showing their portfolio performance, asset allocation, and transaction history — updated in real time.
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Share audit-ready compliance dashboards that regulators and auditors can explore, filter by period, and export for documentation.
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Manage financial reporting across subsidiaries, funds, or client entities from a single workspace — each with their own isolated data view.
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Emailing sensitive financial reports as attachments
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Expensive Power BI licenses for every stakeholder
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Manual access control across entities
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Static reports outdated by delivery time
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Generic interface erodes client trust
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Secure portal access with full audit trail
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Zero client-side licenses required
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Automated data isolation via row-level security
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Real-time dashboards always current
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Fully branded with your firm's identity
Your clients data is protected at every level.
Each client only sees their own data, enforced at the Power BI dataset level.
Built on Microsoft Azure with enterprise-grade uptime and reliability.
Granular permissions let you control exactly who sees what, down to the report level.
SSO support and secure login flows keep your client accounts protected.
See how DataTako helps financial services firms share portfolio analytics and compliance reports through a secure, branded portal.
Common questions from BI agencies exploring DataTako.
DataTako combines user-level access controls with Power BI row-level security. You can define exactly which users see which reports, and within each report, which data rows are visible to each user.
Yes. DataTako's portal is fully responsive. Your clients can review financial dashboards from any device — desktop, tablet, or smartphone — with the same interactive experience.
Absolutely. With sub-organizations and row-level security, you can serve multiple entities from a single Power BI workspace. Each entity sees only their own financials while you manage everything centrally.
Yes. You can build comprehensive financial dashboards in Power BI and share them securely through DataTako. Clients can filter by period, account, or entity and export views for audit documentation.
DataTako enforces row-level security at the Power BI dataset level, ensuring each client only sees their own financial data. The platform runs on Microsoft Azure with enterprise-grade encryption and access controls.