Covercy vs. ReportWa

I believe that any small to medium size real investment firm could benefit from using Covercy as it reduces headcount and helps to streamline lots of back-office tasks. Probably for big firms those functions are fully staffed so they can do that in-house.

Incentivized

Provide self service capability for financial advisors to build highly customizable dashboards and reports. Out of the box template for sales, marketing and audit related templates for reporting makes it easier to get started with reporting. Ability to export reports as pdfs , imbedding reports to Microsoft Excel and Word

Incentivized

• Distributions to clients are easy and straightforward
• Customer service is quick to respond
• Updating and adding new assets is very easy

Incentivized

• Automate generation of reports
• User Intuitive customizable dashboard
• Drag and drop ability for cutomization
• one click publish and distribute reports
• Integration with Microsoft Word and Excel
• Marketing and Sales report
• Distribution through email
• Role based access to dashboards

Incentivized

• Covercy could benefit from enhanced report and dashboard customization options to better cater to the specific analytical needs of different organizations.

Incentivized

• Provide support for custom script
• Self service for business users can be improved
• Support to configure data models to be consumed by ML

Incentivized

I rarely have any downtime with Covercy. When there are any issues, I can email support and they usually get back to me within a day.

Incentivized

I believe that Covercy is the only solution that is currently allowing Real Estate firms to distribute funds to their investors directly through the platform. Also, both other solutions are pretty expensive compared to the reasonable pricing that Covercy has in place (function of a number of properties rather than AuM or other methods).

Incentivized

Light weight and cheap compared to other vendor solution. Does the job.

Incentivized

• The ROI I can provide is for time management. It saves us at least 2 days' worth of work each quarter on capital distributions alone, and at least 30 minutes on each report distribution. Not to mention the amount of time it saves us on fielding client questions regarding their capital because they can just log in and see everything on their portal.

Incentivized

• Improved productivity by 60 percent
• Monetization of data
• Insights through proper Visualization and reporting
• Multiple data connectors
• Report distribution

Incentivized