Hexaview Technologies

ReportWa®

Financial Reporting, Automated.

Stop Struggling and
Start Reporting





    Do you struggle in releasing client reports on time?

    Cumbersome
    Performance Reporting

    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.

    Complex Data and
    Recon issues

    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.

    Dreadful FINRA Audit 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.

    Stop Struggling and Start Reporting

    Want to stop wasting your time and create your reports in this efficient way?

    ReportWa lets you make as many reports using your existing accounting system and distribute them too…

    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.

    Design right inside word and Excel

    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 power of ETL + Data Warehouse

    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.

    All information right when you need

    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!