Portfolio Reporting made easy
We have created information tool, compliance helper and client acquisition aide. introducing ReportWa®
The Value of ReportWa®
Create, preview, save and distribute reports yourself.
Import feeds from custodians & 3rd party data providers.
Real time preview & editing capability.
Use excel formulas in word and create formula templates
Built in Templates
Pre-built templates which enable faster report creation.
A Report Creator, Distribution Portal and Document Manager clubbed into ONE.
Plugin for Microsoft Word/Excel
A plugin that comes with inbuilt templates to create reports, real time preview, offers editable file format, quick upload and share reports.
It’s a Plugin for just what you want, when you want.
ReportWa® Report portal offers versatility in advisors’ operations.
Uploaded reports can be distributed using existing email templates and scheduled submission.
Assign tasks to users as per report.
Document Management System
DMS is an integrated application with 2-factor authorisation. It is a secure cloud storage system with anti-virus scan.
Its integration with DocuSign enables eSignature capability for the users.It is structured to manage the lifecycle of your documents.
Experience how Reportwa® can add to your expertise!
Push Your Business Further
We Look Forward to demonstrate how easy it can be.