ReportWaHexaview
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About
Providing wealth managers and their clients the powerful, secure, affordable wealth management software that is fit for the future. Dive into a suite of tools that transform complex tasks into intuitive experiences, making every interaction a step towards financial brilliance. Performativ is helping clients across the full spectrum of the wealth management sector. Performativ provides a comprehensive front-to-back wealth management solution with robust technology capabilities. Performativ offers seamless custodian integrations, reducing operational costs while enhancing overall efficiency. Performativ simplifies managing a large client base with intuitive portfolio management, saving time on routine tasks. Advisors can create reports according to their specific requirements, enhancing communication and satisfaction for their clients.
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About
Design unlimited professional reports yourself. Rule-based automation to publish and distribute reports. Archive reports for compliance needs. Sweating over last-minute changes in the report or planning months in advance to build a new performance report? Creating and editing of reports is such a big pain, takes days, uses complicated and costly report-writer tools. Are you in Stress of Handling Humungous sensitive data or struggling with data inconsistency? Sending reports isn’t tough but making sure data is set-up correctly takes a hell lot of time. Audit means all other work comes to a halt. SEC/FINRA Audit comes with extensive pressure. Also, important documents sent to clients can’t be found in email or in files when any audits take place. In the wealth management domain for financial advisors, client experience and communication is the second most important thing after advice. Our full-featured wealth management reporting software for advisors “Reportwa” aims to ease reporting.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses interested in a secure Wealth Management software
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Audience
Enterprises looking for a tool to automate and optimize their financial reporting operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPerformativ
Denmark
www.performativ.com
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Company InformationHexaview
United States
www.reportwa.com
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Categories |
Categories |
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Integrations
Bloomberg
Microsoft 365
Microsoft Excel
Microsoft Word
Salesforce
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Integrations
Bloomberg
Microsoft 365
Microsoft Excel
Microsoft Word
Salesforce
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