SaaS Dashboard UI for a Fintech Product

SaaS Dashboard UI for a Fintech Product

Designing and Developing a Complex Financial Dashboard with Charts, Reports, and Role-Based Access

3 min read

Elyxtech partnered with a Fintech startup to design and build a high-performance, modular SaaS dashboard UI from scratch. The platform required advanced data visualization, role-based access control, and financial reporting features tailored for both retail users and analysts. In 12 weeks, we delivered a scalable, production-ready dashboard that merged clarity with complexity.

Client

Client:

LedgerIQ

Industry

Industry:

Fintech / SaaS

Location

Location:

Toronto, Canada

Team Size

Team Size:

10 (product, compliance, and customer success)

Users

Users:

Financial analysts, retail investors, account admins

Platform

Platform:

Web SaaS dashboard

Challenge

LedgerIQ needed a frontend team capable of translating dense financial data into beautiful, usable dashboards fast. Their specific challenges included:

  • Handling real-time and historical financial data in one UI
  • Multiple user roles (admin, investor, analyst) with tailored views
  • Interactive charts, filters, and exportable reports
  • Performance optimization for complex UI elements
  • No internal design or frontend engineering team

They needed both UI/UX expertise and frontend engineering muscle to create a pixel-perfect product under tight compliance guidelines.

Solution

Elyxtech designed and developed a robust, modular dashboard UI using a design-system-first approach and React-based front-end architecture

1. Discovery & UX Strategy

  • Conducted stakeholder interviews and competitive analysis
  • Mapped key workflows for each user role
  • Created wireframes and user journeys for investor & analyst personas
  • Defined a component-driven UI strategy to support future scalability

2. Designing the Dashboard UI

  • Built high-fidelity UI screens in Figma, covering: Portfolio overview, Live financial charts, Report generation with filters, Role-based sidebars and permissions
  • Designed a dark/light theme toggle for user personalization
  • Ensured WCAG accessibility compliance

3. Frontend Development

  • Developed the app with React + Tailwind CSS + TypeScript
  • Integrated real-time data from backend APIs using SWR
  • Used Recharts and Chart.js for rich financial data visualizations
  • Created reusable components for cards, charts, tables, and modals
  • Implemented role-based route protection with React Router

Technologies Used

React.js
TypeScript
Tailwind CSS
Recharts
Chart.js
SWR
React Context API
Figma with custom component library
React Router DOM + role guards
Vercel
Sentry
Google Tag Manager
Cypress (for UI tests)

Results & Achievements

  • ✅ Full dashboard UI delivered in 12 weeks
  • 📊 Integrated 20+ reusable components and 6 custom chart types
  • 🧑‍💼 3 unique user roles supported with tailored experiences
  • ⏱️ Improved report generation flow (from 18s → 4s render time)
  • 💼 Used in pilot onboarding of 500+ fintech users
  • 📈 Increased dashboard usage time by 48% after redesign

The UI is now live and powering LedgerIQ’s next phase of growth with confidence and clarity.

This project highlights Elyxtech’s strength in designing and developing complex, data-driven dashboards for SaaS products. By combining thoughtful UX, scalable front-end architecture, and modern design systems, we help fintech teams ship with speed without compromising quality.

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Need expert help turning your SaaS dashboard into a user-friendly, data-rich product? We design, code, and deliver frontends that scale with your business.

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