What is ReportWA?
ReportWA is a comprehensive financial reporting platform designed to streamline the entire reporting workflow for wealth management firms. It replaces cumbersome, costly report writer tools with an intuitive drag-and-drop designer that lets you create unlimited professional reports. The platform automates the publishing, distribution, and archiving of reports, ensuring compliance and timely delivery.
With ReportWA, you can eliminate last-minute changes and manual distribution errors. Features include a report designer for custom layouts and data visualizations, a secure distribution portal for password-protected client access and engagement tracking, and professional services for expert consultation. Trusted by hundreds of wealth management firms, ReportWA transforms reporting from a pain point into an efficient, automated process.
Features
- Report Designer: Create professional reports with an intuitive drag-and-drop interface, custom layouts, branding, and data visualizations.
- Distribution Portal: Automate report distribution with secure, password-protected client portals; track engagement and ensure timely delivery.
- Document Management: Archive reports for compliance needs with rule-based automation.
- Rule-based Automation: Publish and distribute reports automatically based on predefined rules.
- Professional Services: Expert consultation and custom development services to maximize reporting capabilities.
Use Cases
- Wealth management firms automating client performance reports.
- Financial advisors designing and distributing branded reports.
- Compliance teams archiving reports for regulatory requirements.
- Firms replacing costly report writer tools with an efficient solution.
- Organizations needing secure client portals for report access.
FAQs
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What types of reports can I create with ReportWA?
You can create unlimited professional financial reports, including performance reports, investment summaries, and compliance documents, using the drag-and-drop designer. -
How does report distribution work?
ReportWA automates distribution via secure, password-protected client portals. You can set rules to publish and send reports automatically, ensuring each client gets the right report. -
Is there a free trial available?
Yes, you can start with a free trial to explore the features before committing. -
Can I customize the branding of my reports?
Yes, the report designer allows full customization of layouts, branding, and data visualizations to match your firm's identity.
