ReportWa

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What is ReportWa?

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.



ReportWa currently scores 37/100 in the Reporting Dashboard category. This is based on press buzz (30/100), recent user trends (falling), and other relevant information on ReportWa gathered from around the web.

The score for this software has declined over the past month. What is this?
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Reporting Dashboard Market Radar

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ReportWa Product Overview

  • Real Time Preview

  • Pixel Perfect Reporting

  • Customizable Dashboards

  • Performance Reporting and Forecasting

  • Document Vault Software

  • Cloud Integration

  • Design Reports using Microsoft Word and Excel Plugin

  • DocuSign Integration


Languages Supported: English

Reporting Dashboard Software Buyer Guide 2022

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...

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ReportWa Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • Analytics
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • CRM Integration
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Scheduling
  • SEO
  • Tax Management
  • SAP Integration

ReportWa FAQs

Does ReportWa offer multi-user capability (e.g. teams)?

Yes, it offers multi-user capability.

What platforms does ReportWa support?

Windows, Macintosh

What is ReportWa generally used for?

Wealth Management Reporting, Portfolio Reporting

Does ReportWa offer guides, tutorials and or customer support?

Yes, customer support and guides are provided.

Does ReportWa integrate with any other apps?

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.

Who are the main user groups of ReportWa?

Anyone who is into reporting like Registered Investment Advisors, Financial Advisors, Fund Administrators.

Does ReportWa offer an API?

Yes, API is available.

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