ReportWa

ReportWa

Hexaview
SIMON

SIMON

SIMON Markets
ReportWa SIMON

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ReportWa:

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.
SIMON:

About

Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository.
ReportWa:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
SIMON:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
ReportWa:

Audience

Enterprises looking for a tool to automate and optimize their financial reporting operations
SIMON:

Audience

Digital wealth management experience solution for companies
ReportWa:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
SIMON:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
ReportWa:

API

Offers API Not Supported
SIMON:

API

Offers API Not Supported
ReportWa:

Screenshots and Videos

SIMON:

Screenshots and Videos

ReportWa:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
SIMON:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
ReportWa:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
SIMON:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
ReportWa:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported
SIMON:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
ReportWa:

Company Information

Hexaview
United States
www.reportwa.com
SIMON:

Company Information

SIMON Markets
Founded: 2018
United States
www.simon.io/solutions/
ReportWa:

Alternatives

SIMON:

Alternatives

MoneyGuide

MoneyGuide

Envestnet
ReportWa:
SIMON:
PriceMetrix

PriceMetrix

McKinsey & Company
ReportWa:
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
SIMON:
ReportWa:
SIMON:
AdvisorStream

AdvisorStream

Broadridge Financial Solutions
ReportWa:
SIMON:
ReportWa:

Categories

SIMON:

Categories

ReportWa:

Integrations

Microsoft 365 Supported
Microsoft Excel Supported
Microsoft Word Supported
Regal Not Supported
SIMON:

Integrations

Microsoft 365 Not Supported
Microsoft Excel Not Supported
Microsoft Word Not Supported
Regal Supported
ReportWa:
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SIMON:
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