About ReportWa
ReportWa is a wealth management reporting software from Hexview Technologies that provides a comprehensive solution for client reporting. It includes a report designer, rule-based automation to publish and distribute reports, and an archiving feature for compliance needs, so firms can maintain professional reporting standards. The user-friendly platform also offers a distribution portal for efficient report sharing. ReportWa supports businesses in creating an unlimited number of customized reports, ensuring timely delivery to clients and meeting regulatory requirements. Key capabilities: report designer rule-based automation report archiving distribution portal professional customization Best for: wealth management firms that need an efficient client reporting solution.
ReportWa Details
ReportWa's In-App Market Place
Does ReportWa have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
EUR (€), GBP (£), USD ($)
Pros & Cons
- Empowers advisors and operations teams to create and modify new reports independently
- Automates the entire reporting workflow
- It provides a detailed audit trail/log
- Automatically archives every generated report
- Allows advisors to fully customize the look, feel, and branding of client reports without coding
- It does not perform the role of a core financial planning tool
- Relies heavily on Hexaview's professional services team for the initial setup
- The reports are fully dependent on the quality and integrity of the firm's underlying Portfolio Management Systems
- Pricing is custom and quote-based
ReportWa's Support Options
Email Address
hello@hexaviewtech.comContact
+1 (646) 403-4525