The Next Level in Financial Reporting
With Video Statement, you quickly create video reports for a more extensive set of portfolios. The new platform identifies both textual data and numeric data through a native AI/ML engine.
Challenges for Advisors & HNWIs
Creating new reports takes time, money, and a lot of to-and-fro coordination
Advisors struggle to automate the process of customizing, packaging and distributing the reports to HNWIs
Difficulty understanding and interpreting data reports without an advisor on hand
Generated reports often fail to provide the interactivity to be meaningful
Solution
Our platform leveraged by AI & ML technologies automates portfolio reports’ formation and delivery. It creates custom eye-catching reports videos from scratch, providing a supreme & simplified client experience.
Demo Reporting Videos
Data visualization
Create, save, and distribute a portfolio video summary with engaging visuals
Audit Trail
View detailed documentation of a sequence of activities
Schedule Imports
Schedule date and time to auto-import data for generating videos
Customizable Data
Create tailored videos that align with your business requirements
Features
Call to Action
Increase client engagement by suggesting what to watch next.
White Label
Give all your tools the look-and-feel of your company's themes and logos
Read-Out Loud
Listen to your video statement in HQ voices powered by ML functionality
Data Protection
Protect sensitive information by password-protecting the data
Features
Data visualization
Create, save, and distribute a portfolio video summary with engaging visuals
Audit Trail
View detailed documentation of a sequence of activities
Schedule Imports
Schedule date and time to auto-import data for generating videos
Customizable Data
Create tailored videos that align with your business requirements
Call to Action
Increase client engagement by suggesting what to watch next.
White Label
Give all your tools the look-and-feel of your company's themes and logos
Read-Out Loud
Listen to your video statement in HQ voices powered by ML functionality
Data Protection
Protect sensitive information by password-protecting the data