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ReportWa

ReportWa

Overview

What is ReportWa?

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…

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Learn from top reviewers

Reportwa at a glance

Rating: 7 out of 10
April 14, 2022
IncentivizedVetted ReviewVerified User
Reportwa is being used by the developers to support the financial analytics team to generate the reports. It supports many data connectors and helps retrieve data from multipl...
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Manas Singh
Professional - Information Technology
IT Architect
Guardian
ReportWa3 years of experience
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Pricing

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ReportWa

ReportWa

N/A
Unavailable

What is ReportWa?

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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

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Product Details

What is ReportWa?

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 always. Processes include report packaging, scheduled report generation, automatic report distribution via email and scheduled data import. Store your reports safely and securely in Investor Portal and share anytime, anywhere with your clients.

The vendor claims this entire suite of services saves up to 60% of your cost and time.

ReportWa Features

  • Supported: Report Designer
  • Supported: Reporting Portal
  • Supported: Document Vault

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.

ReportWa Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States
Supported LanguagesEnglish
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Comparisons

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Reviews From Top Reviewers

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(1-1 of 1)

Reportwa at a glance

Rating: 7 out of 10
Incentivized
April 14, 2022
MS
Manas Singh
IT Architect
Guardian (Financial Services, 10,001+ employees)
Vetted Review
Verified User
ReportWa
3 years of experience
Use Cases and Deployment Scope
Reportwa is being used by the developers to support the financial analytics team to generate the reports. It supports many data connectors and helps retrieve data from multiple sources. Customized dashboards are generated for financial advisors based on their roles. The reports are automated and scheduled and provide useful timely insights to make business decisions.
Pros
  • 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
Cons
  • Provide support for custom script
  • Self service for business users can be improved
  • Support to configure data models to be consumed by ML
Likelihood to Recommend
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.
Most Important Features
  • Dashboard
  • Self Service capability
  • Integration with Microsoft Excel
  • Audit and compliance templates
Return on Investment
  • Improved productivity by 60 percent
  • Monetization of data
  • Insights through proper Visualization and reporting
  • Multiple data connectors
  • Report distribution
Alternatives Considered
Light weight and cheap compared to other vendor solution. Does the job.
Other Software Used
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