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 is a powerful, self-service Portfolio Performance Reporting solution designed to revolutionize how Financial Advisors and RIAs manage client communication and compliance. Its defining feature is the Pixel-Perfect Report Designer—a unique plugin for Microsoft Word and Excel that gives advisors complete, granular control over report branding and layout, eliminating reliance on rigid templates. The platform automates the entire reporting workflow, from real-time data ingestion and report generation to scheduled distribution via a secure client portal. By offering automated archiving and a comprehensive audit log, ReportWa significantly eases the burden of SEC/FINRA audits and improves compliance. While its pricing is opaque and clearly aimed at mid-to-large-sized advisory firms, its ability to deliver customizable, professional reports and streamline operations makes it a highly valuable tool for enhancing client experience and operational efficiency.
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
Features
Key features
- Pixel-Perfect Report Designer (MS Office Plugin)
- Allows users to design and edit highly customizable reports directly inside Microsoft Word and Excel using a dedicated plugin, giving advisors total control over aesthetics and branding.
- Automated Report Generation & Distribution
- Enables users to schedule report generation (daily, weekly, monthly) and automatically distribute them via a secure client portal or email, eliminating manual, error-prone distribution.
- Compliance Archiving & Audit Log
- Securely archives all generated reports in the client portal for compliance purposes and provides a single-click comprehensive audit log to simplify SEC/FINRA audit processes.
- Real-Time Data Visualization
- Pulls data in real-time from the underlying data warehouse to provide up-to-the-minute metrics and visual dashboards, ensuring reports are always based on the latest market activity.
Additional features
- DIY Report Creation
- Empowers financial advisors with self-service capabilities to create new reports from scratch or customize existing templates without relying on IT or third-party providers.
- Managed Workflows
- Allows firms to configure processes once (e.g., report packaging, review steps) and reuse them for consistent, automated execution.
- Client Portal
- Provides a secure, password-protected portal for clients to access their archived and current reports anytime, enhancing the client experience.
- Replication of PMS Nomenclature
- The tool is familiar with the cryptic jargon and terminologies of various Portfolio Management Systems (PMS) and translates them seamlessly for reporting accuracy.
- Role-Based Access Control
- Allows firms to assign specific permissions to users, limiting access to certain dashboards and reports based on their role (e.g., administrator, advisor, marketing).
- Forecasting and Trend Analysis
- Uses historical data and performance metrics to help advisors predict market behavior and forecast portfolio performance for planning purposes.
- White-Labeling
- Allows the entire platform, reports, and client portal to be branded with the advisory firm's logos and colors for a professional, cohesive look.
- ETL + Data Warehouse
- Utilizes an Extract, Transform, Load (ETL) tool and a data warehouse foundation to properly process, massage, and house data from various sources.
Pricing
Countries & Languages
Interface languages
Billing currencies
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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) 403-4525ReportWa's Alternatives
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