ReportWa is a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities.
Welcome to the new end-to-end reporting solution by Hexaview, ReportWa, a single tool for your reporting and compliance needs that lets you design pixel-perfect reports with data visualization, allowing users to gain useful insights into their data right inside your favourite MS Word and Excel files. In few clicks configure all the processes once and reuse always. Processes include report packaging, scheduled report generation, automatic report distribution via email and scheduled data import. Store your reports safely and securely in Investor Portal and share anytime, anywhere with your clients.
This entire suite of services saves up to 60% of your cost and time.
Real Time Preview
Pixel Perfect Reporting
Performance Reporting and Forecasting
Document Vault Software
Design Reports using Microsoft Word and Excel Plugin
Product recommendations, vendor rankings, market overview and tips on how to select Reporting Dashboard software for business. Published in December 2022.
Reporting dashboards consolidate and organize data generated from different analytics solutions in one centralized system. You can view key information about your business performance on a clutter-free and customizable dashboard, allowing you to keep the mo...FREE DOWNLOAD Reporting-Dashboard-Software-Buyer-Guide-2018.pdf
Yes, it offers multi-user capability.
Wealth Management Reporting, Portfolio Reporting
Yes, customer support and guides are provided.
Yes, integration is possible with the majority of softwares you are currently using as well as document vault allows cloud integration with platform such as Google Drive, Dropbox, Microsoft One, etc.
Anyone who is into reporting like Registered Investment Advisors, Financial Advisors, Fund Administrators.
Yes, API is available.