TrustRadius

InvestorFlow vs. ReportWa

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
InvestorFlow
Score 0.0 out of 10
N/A
InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow integrates deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow states they currently serve over 150 clients including 25 of the top 50 alternative asset managers, with over $3.5…N/A
ReportWa
Score 6.4 out of 10
N/A
ReportWa is a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities. ReportWa is 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 their favorite MS Word and Excel files. In a few clicks, users can configure all the processes once and reuse…N/A
Pricing
InvestorFlowReportWa
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
InvestorFlowReportWa
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
InvestorFlowReportWa
Best Alternatives
InvestorFlowReportWa
Small Businesses
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Dropbox DocSend
Dropbox DocSend
Score 8.3 out of 10
Medium-sized Companies

No answers on this topic

Dropbox DocSend
Dropbox DocSend
Score 8.3 out of 10
Enterprises

No answers on this topic

S&P Capital IQ
S&P Capital IQ
Score 7.5 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
InvestorFlowReportWa
Likelihood to Recommend
-
(0 ratings)
6.4
(1 ratings)
User Testimonials
InvestorFlowReportWa
Likelihood to Recommend
InvestorFlow
No answers on this topic
Hexaview Technologies Inc.
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
MS
Manas Singh
IT Architect
Read full review
Pros
InvestorFlow
No answers on this topic
Hexaview Technologies Inc.
  • 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
MS
Manas Singh
IT Architect
Read full review
Cons
InvestorFlow
No answers on this topic
Hexaview Technologies Inc.
  • Provide support for custom script
  • Self service for business users can be improved
  • Support to configure data models to be consumed by ML
MS
Manas Singh
IT Architect
Read full review
Alternatives Considered
InvestorFlow
No answers on this topic
Hexaview Technologies Inc.
Light weight and cheap compared to other vendor solution. Does the job.
MS
Manas Singh
IT Architect
Read full review
Return on Investment
InvestorFlow
No answers on this topic
Hexaview Technologies Inc.
  • Improved productivity by 60 percent
  • Monetization of data
  • Insights through proper Visualization and reporting
  • Multiple data connectors
  • Report distribution
MS
Manas Singh
IT Architect
Read full review
ScreenShots

ReportWa Screenshots

Screenshot of Design pixel perfect reports using MS Word and Excel.Screenshot of Create User Intuitive dynamic dashboards.Screenshot of Empowers you to perform a comprehensive Audit Log with a single click.