ReportWa®
Financial Reporting, Automated.
- Design unlimited professional Reports yourself
- Rule-based automation to Publish and Distribute Reports
- Archive reports for compliance needs
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.
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.
- Design pixel perfect reports with Top Quality Graphics, colours & typography
- Do it Yourself (DIY) with data visualizations.
- Replication of accounting system nomenclature
- Create & Re-use Excel financial formulas
- Real-time preview with actual data & simultaneously making changes
- Design multi lingual reports i.e. Surprise your clients by adding personalized messages or content in their own native language.
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.
- Hassle free 3rd Party data import
- Customizable dashboard
- Single click comprehensive audit log
- Review reports internally before publishing
- Configure the settings for once and let the tasks get executed automatically
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!
- Task monitoring
- E-sign integrated
- Workflows
- White Labelled
Stop Struggling and Start Reporting
Want to stop wasting your time and create your reports in this efficient way? Fill out the form below to schedule a demo.
☑Enable professional reporting with your existing accounting software.
☑Get data set-up for reporting many times faster.
☑Pass through audits like a breeze.
☑Have control way your report looks.
☑Slash operating costs on Writing/Editing reports.