ReportWa

ReportWa

Hexaview
+
+

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About

Comarch Wealth Management is an integrated, multi-module platform which lets you give the finest investment advice to all your clients, no matter who they are, and how they change. Recommend next steps in minutes. Stay reachable. Build relationships that last. We've built our system to guide advisors and clients to the right investment decisions, step by step. No matter how many clients you have, which segment they belong to, or how experienced your advisors are, you will keep your service at the highest level. Better yet, it will take you less time than you think. It only takes a glance to have a full client investment picture - and that means you can give accurate recommendations within one meeting. Also, you'll be much easier to get in touch with. Think client app, online meetings, shared investment ideas, and more. But what really counts, is that you'll find it easier to keep your finger on the pulse.

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 interested in a multi-module platform solution to provide their clients with investment advice

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

Comarch
Founded: 1993
Poland
www.comarch.com/finance/banking/comarch-wealth-management/

Company Information

Hexaview
United States
www.reportwa.com

Alternatives

Alternatives

Summit

Summit

Summit Wealth Systems
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
VestmarkONE

VestmarkONE

Vestmark
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.

Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

Microsoft 365
Airstack
Cisco ACI
Dell EMC NetWorker
EGrAMS
Fortinet SD-WAN
HPE Consumption Analytics
IBM Cloud
Juniper Booking Engine
Microsoft Word
Palo Alto Networks Next-Generation Firewalls
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
VMware Cloud
Veritas NetBackup

Integrations

Microsoft 365
Airstack
Cisco ACI
Dell EMC NetWorker
EGrAMS
Fortinet SD-WAN
HPE Consumption Analytics
IBM Cloud
Juniper Booking Engine
Microsoft Word
Palo Alto Networks Next-Generation Firewalls
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
VMware Cloud
Veritas NetBackup
Claim Comarch Wealth Management and update features and information
Claim Comarch Wealth Management and update features and information
Claim ReportWa and update features and information
Claim ReportWa and update features and information