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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

This robust software for shareholder reporting enhances your internal controls while minimizing the likelihood of mistakes. Our user-friendly automated financial reporting solution enables you to handle intricate data and content efficiently, resulting in the creation and submission of high-quality, uniform regulatory documents tailored for investment firms. By eliminating manual processes through integrated workflow technology, you can ensure consistency throughout your operations. Data and content can be easily shared across various documents and filings, making the financial reporting process more efficient. Designed specifically for the industry by seasoned experts, this software simplifies financial reporting. Users can conveniently access and review data through a streamlined and intuitive interface, which boosts productivity with an overview dashboard for reports and filings. Additionally, it helps maintain the security of financial reports and data through robust management oversight. Permission-based access allows both internal and external users to engage with the system, while also enabling online scheduling and resource tracking. Furthermore, team collaboration can occur seamlessly across different geographic locations, ensuring that all stakeholders remain connected and informed.

Description

Create an endless number of professional reports independently with our rule-based automation system that facilitates the publication and distribution of reports while ensuring they are archived for compliance purposes. Are you overwhelmed by last-minute report modifications or spending months preparing a new performance report? The process of generating and modifying reports can be incredibly frustrating, often dragging on for days and relying on complex, expensive report-writing tools. If you find yourself stressed by managing vast amounts of sensitive data or facing issues with data inconsistency, you're not alone. While distributing reports may seem straightforward, confirming that the data is accurately set up requires significant time and effort. During audits, all other tasks come to a standstill, and the pressure of SEC/FINRA audits can be immense. Additionally, crucial documents intended for clients can easily become lost in emails or files when audits arise. In wealth management, especially for financial advisors, enhancing client experience and communication ranks just below the quality of advice, making effective reporting essential. Our comprehensive wealth management reporting software, "Reportwa," is designed specifically for advisors, streamlining the reporting process and improving overall efficiency. With Reportwa, you can finally reclaim your time and focus on what truly matters: providing exceptional service to your clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Word
ArcPro
DFIN Arc Suite
Microsoft 365
Microsoft Excel

Integrations

Microsoft Word
ArcPro
DFIN Arc Suite
Microsoft 365
Microsoft Excel

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Donnelley Financial Solutions

Founded

1983

Country

United States

Website

www.dfinsolutions.com/products/arcreporting

Vendor Details

Company Name

Hexaview

Country

United States

Website

www.reportwa.com

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Alternatives

Alternatives

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