ReportWa

ReportWa

Hexaview
+
+

Related Products

  • Allvue
    5 Ratings
    Visit Website
  • FundCount
    13 Ratings
    Visit Website
  • Nexo
    16,155 Ratings
    Visit Website
  • Axero
    159 Ratings
    Visit Website
  • ConnectWise RMM
    104 Ratings
    Visit Website
  • BigCommerce
    1,057 Ratings
    Visit Website
  • Semarchy xDM
    63 Ratings
    Visit Website
  • Quickbase
    2,616 Ratings
    Visit Website
  • Enterprise Bot
    23 Ratings
    Visit Website
  • Folks
    121 Ratings
    Visit Website

About

Improve automation and advisor efficiency with our unified digital wealth management platform. Deliver a more connected digital wealth management experience. Choose your main challenge and we’ll guide you to the right solution. Provide a complete and unified digital wealth management experience for your advisors. We provide complete and unified software to manage the digital wealth experience. Manage the wealth needs of all advisors and clients across all lines of business, from investments to banking to insurance, on a comprehensive platform that integrates with your existing technology footprint. Decisions and results cannot come from data that is inconsistent and disconnected. We leverage a proprietary approach to simplify and unify your data. Our intuitive applications speed up your time to market and empower smarter, faster decisions. We combine our deep wealth management and enterprise software expertise to deliver innovative solutions configured for your business.

About

Design unlimited professional reports yourself. Rule-based automation to publish and distribute reports. Archive reports for compliance needs. Sweating over last-minute changes in the report or planning months in advance to build a new performance report? Creating and editing of reports is such a big pain, takes days, uses complicated and costly report-writer tools. Are you in Stress of Handling Humungous sensitive data or struggling with data inconsistency? Sending reports isn’t tough but making sure data is set-up correctly takes a hell lot of time. Audit means all other work comes to a halt. SEC/FINRA Audit comes with extensive pressure. Also, important documents sent to clients can’t be found in email or in files when any audits take place. In the wealth management domain for financial advisors, client experience and communication is the second most important thing after advice. Our full-featured wealth management reporting software for advisors “Reportwa” aims to ease reporting.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies that need a solution to improve their digital wealth management experience

Audience

Enterprises looking for a tool to automate and optimize their financial reporting operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Advisor360°
United States
www.advisor360.com

Company Information

Hexaview
United States
www.reportwa.com

Alternatives

Keenai

Keenai

Keenai Global

Alternatives

BITA Risk

BITA Risk

corfinancial
Summit

Summit

Summit Wealth Systems
SpeciVim

SpeciVim

Specitec
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.

Categories

Categories

Integrations

Microsoft 365
Microsoft Excel
Microsoft Word

Integrations

Microsoft 365
Microsoft Excel
Microsoft Word
Claim Advisor360° and update features and information
Claim Advisor360° and update features and information
Claim ReportWa and update features and information
Claim ReportWa and update features and information