Reportwa at a glance
Reportwa is being used by the developers to support the financial analytics team to generate the reports. It supports many data connectors …
ReportWa
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...
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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
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Product Details
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- Tech 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
ReportWa Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States |
| Supported Languages | English |
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April 14, 2022
Reportwa at a glance
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.
- 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
- Provide support for custom script
- Self service for business users can be improved
- Support to configure data models to be consumed by ML
- Dashboard
- Self Service capability
- Integration with Microsoft Excel
- Audit and compliance templates
- Improved productivity by 60 percent
- Monetization of data
- Insights through proper Visualization and reporting
- Multiple data connectors
- Report distribution
Light weight and cheap compared to other vendor solution. Does the job.