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
Limitless flexibility that allows to scale up/ down as per your requirements and demand of clients. Pay-as-you-use, makes it cost effective.