Generate customized and branded reports with a mouse-click for your clients, both for print or digital use on desktop, tablets and smartphones.
Standard sets of reports dedicated to
wealth and asset management customers
containing information in tables and charts. The standard set covers the main information such as Cover Page, Table of Contents, Portfolio Key Figures, Performance Overview, Asset Allocation Overview, Position List, Transaction Journal, Fees Detail, Cashflow Forecast and Disclaimer.
e.g. Private Equity Report
Customised set of reports dedicated to private equity investments providing overviews and detailed information on positions and cash flows.
“One Pager Management Summary Report” showing Asset Class Breakdown, Custodian Breakdown, Performance Development current/historical, Benchmark Composition, Performance comparison portfolio vs benchmark in one page.
Use out of the box reports from the large set of standard reports and customize where you require different data, parameters and layout options.
for the generation, export, publication,
and archiving of standard and
custom reports, that meet both the customer and management need for transparency.
Powerful reporting engine ensures delivery of the required information to the right people at the right time.
INTERNAL & TAX REPORTING
Generate and download the reports with the data from the Internal Reports widget.
Define the required report and parameters of a particular report with the Instant Internal Report widget and view the report on the widget directly from the dashboard.
Define and generate reports based on the
database data. Define what data to use in a report as well as how to present it.
Generate tax reports and profitability analysis.
Contemporary output management
with reporting optmized for multiple device types, including tablets and
Complete solution for the
automation and batch processing of
routine and ad-hoc reporting tasks.
Customizable report templates (branding, stylesheet, header, footer, etc.).
White-labeling of reports.
Whenever you need assistance with your reporting, we are ready to support.
Specialized team of senior consultants in various areas of expertise.
Excellence in conceptualization and execution planning.
Sparring partners for report analysis interpretation.
DATA SECURITY & PRIVACY
Full confidentiality of project.