Client reports for private, retail or institutional investors.

Engaging and interactive reporting at multiple levels. Consolidated accounts, drilling down to portfolios, holdings and securities. 

Full suite of investment charting and visualisations. Public or personalised file exchange in document libraries and data rooms. 

Investment and client reporting
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Interactive multi-layered reporting

Engaging interactive reporting, with multiple layers of drill-downs. 

Start with Consolidated - sometimes referred to as "helicopter" -  views, to individual Portfolios, and down to individual Holdings.

Further drill-down to Fund or Security details for full transparency and granular control. 

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Financial charting and interactive tables

Use our comprehensive suite of charting and table components for intuitive financial reporting. 

Cumulative and discrete Performance charts with time controls and Asset allocation breakdowns.

Searchable, sortable and downloadable tables for Holdings, Transactions and other tabular data. 

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Document library and Data rooms

Distribute documents for public, group or personal access. Log each download for compliance and analytics purposes.

Multiple filters to retrieve documents by type, category or date.  Personalise by marking as favourite or viewed.

Link to Messaging service, to create workflows and send notifications of new uploads.

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Our clients are really impressed with the real-time Valuations. Finally, we can do away with the clunky PDFs.

South Europe-based Wealth Manager, £2Bn AuM


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