v0 report Description
We collect data automatically from multiple sources, saving you time and ensuring your report is updated. You can upload documents and data that will enrich your reports with your own insights and analysis. Our AI-powered Report Generator creates a professional document using the data you provide as well as the data we collect. Notion's style editor allows you to easily refine your reports, ensuring professional quality.
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Connect directly to your custodian banks and asset managers, private equity fund managers, benchmarks, ESG or credit rating providers. You can get security level reports and enriched issuers information, and you can also gather your liquid assets and illiquid assets together in one place. You can easily incorporate all data sources from your partners into your account, regardless of their format or IT maturity. You can enrich your portfolio data with tens or thousands of funds, ETFs and indices as well as securities, derivatives, market signals, and other market signals. To make informed and fact-based investment decisions, link your account with your research partners. A team of experienced professionals from the financial sector will provide a tailored service that will help you turn your goals into actionable dashboards or tools. Asset consolidation & data aggregation. Data collection, preparation, integration.
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EasyReports
Demo and trial versions are available upon request. To get an idea of the benefits that you can derive from our reports, combine your data with ours. Pivot-style reporting allows for quick analysis of your data. Orchid was founded on the belief that fact-based management can be applied to small and medium businesses using simple tools. EasyReports was built around this vision. EasyReports is a Business Intelligence Solution that provides flexible, scalable and affordable reporting solutions. It has the most advanced technology options and features.
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Pricing
Pricing Starts At:
$9 per month
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SaaS
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