Binding seamless Technology with Finance
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Sweating over last minute changes in the report or planning months in advance to build a new performance report? Creating/Editing of reports is such a big pain, takes days, uses complicated and costly report writer tool.
Are you in Stress of Handling Humungous sensitive data or struggling with data inconsistency? Sending reports isn’t tough but making sure data is set-up correctly takes a hell lot of time.
Audit means all other work comes to a halt. SEC/FINRA Audit comes with extensive pressure. Also, important documents sent to clients can’t be found in email or in files when any audits take place.
In the Wealth management domain for Financial Advisors, Client experience and communication is the second most important thing after advice. Our full-featured Wealth management Reporting software for advisors “Reportwa” aims to ease Client reporting.
ReportWa plugin in MS Word and MS excel allows you to generate even most complex of the reports using the simplest of the Word and Excel functionalities.
The ETL (Extract, Transform, Load) tool can help you massage data and feed it into Big data based Data warehouse. Thereafter, the web-based Portal enables you to schedule and share your reports with the stakeholders.
Reports generated through ReportWa are saved and archived in the client portal. They can be accessed by all the stakeholders at will. What more, you can store all the external documents too!