Hexaview Technologies

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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

Designed with standout tools

Pre-defined & customizable repository of video templates

Ability to add dynamic data & graphs inside videos at runtime

AI/ML based engine

Auto voice integration