About
Behind Livia
Sophie Upton
Founder, Livia
Sophie spent her career working inside a wealth management business, moving from general operations into a role building the reporting, dashboards and management information the directors relied on to run the firm. She didn't just build Power BI dashboards — she helped leadership answer the questions that actually mattered: which campaigns were working, how advisers were performing, where the pipeline was slowing down, and what should be automated.
That experience sits at the heart of Livia. Rather than another generalist freelance analyst, Livia is built specifically around the needs of financial services and professional services firms — businesses with regulatory reporting obligations, adviser-driven revenue models and boards that need clear, reliable management information every month.
Livia's approach is deliberately practical: understand how a business currently reports, identify what actually matters to the people making decisions, then build reporting and dashboards that fit into how the firm already works — with automation and AI used wherever they genuinely save time.
- Several years' experience in business intelligence and reporting within wealth management
- Hands-on experience with Power BI, Excel (including Power Query) and board-level reporting
- Direct experience presenting management information and KPI reporting to directors and committees
- Background covering commercial analysis, operational process review and reporting automation
- Practical, current experience applying ChatGPT and Microsoft Copilot to everyday reporting tasks
How Livia works
An extension of your leadership team, not just a supplier
Livia's long-term value isn't building dashboards — software makes that easier every year. It's understanding a business, asking the right questions and helping directors act on what the data shows.
Embedded, not distant
Time spent with directors and teams, not just with the data — understanding how decisions actually get made.
Built to last
Reporting and dashboards designed to keep working after the engagement ends, not tied to one person's memory.
Commercially minded
Every report is judged by whether it changes a decision, not by how much data it contains.