Distribute
A Reporting Portal that automates your entire business workflow
An automated process driven client servicing, report delivery & Scheduler to magnify your efficiency.
Features of Client Reporting Portal for Financial Advisors and RIAs
Customizable Dashboards
Create User Intuitive dynamic dashboards using tiles as per the client's stated parameters, or clone the existing ones with a single click.
Workflow
Empowers you to perform a comprehensive Audit Log with a single click. To add to your convenience we have created the option of Timeline View as well as People's View.
Forms Creator
Create custom interactive forms using drag and drop widgets and provide Role-based access control.
Compatible
Data agnostic platform that lets you import feeds from Custodians & third-party data providers hassle free.
Scheduler
At the pre-specified time our tool will automatically import data, generate real-time reports and then distributes them via E-mail.
Scalable
Our cloud-based infrastructure scales automatically to handle growing client bases and data volumes.
Ready to Automate Your Workflow?
Transform your client reporting with our automated distribution portal.