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Description
This tool allows for the simultaneous creation of two distinct types of reports: a concise summary intended for real estate agents seeking to stay aware of possible concerns, and a detailed narrative report complete with images or graphics tailored for more discerning clients. Additionally, it boasts a library of more than 11,000 industry-standard narratives that can be customized and modified to align with local standards or reflect your individual style. Furthermore, its innovative and intuitive interface positions it as the most user-friendly report-writing solution available in the market today, making the process efficient and straightforward for professionals.
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
Integrations
Microsoft 365
Microsoft Excel
Microsoft Word
Pricing Details
$695 one-time payment
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
Porter Valley Software
Website
www.pvsoftware.com
Vendor Details
Company Name
Hexaview
Country
United States
Website
www.reportwa.com
Product Features
Inspection
Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management
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