Features of Performance Reporting Software for Financial Advisors and RIAs
DIY Reports with
Data Visualization
Build interactive reports from scratch or customize the existing ones as per your need and vision. Add logos, change graph designs or modify the layout like never before.
The Real-time
Preview
No time to waste – stay ahead with real-time analytics and calculations. If the market doesn’t wait, so shouldn’t you for the reports.
Replicates PMS
Nomenclature
No uniformity amongst PMS in the industry when it comes to terminologies. But our tool is familiar to all nomenclature and translates the cryptic jargon for you.
Managed
Workflows
The plug-in gives you the freedom and option to create formula templates in word and excel using the existing excel formulas which can be used intrafirm
Performance Reporting
& Forecasting
Create new reports or use the existing ones to analyze past records to identify trends and thus predict market behavior, which enables you to forecast and plan accordingly.
Pixel Perfect
Reporting
We believe, aesthetics of the report should match the quality of your services. So, our tool generates reports with top quality graphics, colors, and typography.