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2019

2019

Protect Yourself from Cybercrime through Reportwa

HexaviewMay 14, 2019
As a wealth management firm, you are entrusted with people’s financial wellbeing and personal information. That’s a big responsibility to live up to and if you fail it could damage your brand and reputation. Fortunately for you, it can be…
Document Vault Software for RIAs and Advisors.

Your Introduction to the ReportWa Document Vault

HexaviewApril 30, 2019
ReportWa offers a seamless approach to financial reporting and document management. In the third and final step of the document process, we’re going to focus on the document vault and investor portal features. Having the ability to properly store documents…
Digital tools for Reporting

Your Introduction to the Reportwa Report Designer

HexaviewApril 16, 2019
Report designing used to be and continue to be a pain point for many businesses, especially if you outsource reporting. You must reach out to your provider, put in a request and hope it gets done in an expedited manner.…
Wealth Management Reporting Solution

Reportwa Offers to Grow Your Wealth Management Business

HexaviewApril 2, 2019
When it comes to your wealth management business, there are multiple items to concern yourself with and reporting is one of those. Reporting can be reporting to your valuable clients in the form of statements are presentations. On the other…
ReportWa - wealth management reporting software

Reportwa Your Reporting Worries Away

HexaviewMarch 26, 2019
Reporting can be an intimidating aspect to any financial business. Not only are your clients dependent upon proper reporting of their assets and allocations, your financial institution is responsible to timely and accurately report to various government entities. Instead of…
Importance of Reporting

The Importance of Reporting Within Investment Management

HexaviewMarch 20, 2019
The finance industry and investing more specifically are among the most regulated industries in the world, compared next to medical. Beyond the compliance aspect, there are the demands of the clients who you are managing money for. What both of…