0%
2020

2020

Wealth Management Reporting Software

How to Adapt to Client Needs in Wealth Management

HexaviewNovember 19, 2020
Wealth management is always evolving and so are the clients. The needs of your clients will always evolve over time, along with the technologies used to service them. It is up to you and your business to adapt and fulfill…
performance reporting software

The Need for Robust Performance Reporting Software

HexaviewSeptember 17, 2020
Reporting in the financial advisor space is just as important as a solid sales force. Finance is full of regulatory and legal hurdles. On the internal side, performance reporting is important because you can evaluate weaknesses and allocate the proper…
wealth management reporting software for advisors

Why Your Wealth Management Reporting Software Needs to be Updated

HexaviewJune 16, 2020
Wealth management is an industry that continues to evolve, and firms must contend with different items. Reporting doesn’t only mean client statements and information, it can also involve regulatory reporting and internal research. Wealth management is a data-driven industry and…
importance of investment management

The Importance of Investment Management

HexaviewMay 8, 2020
Many retail investment clients lack in-depth knowledge of investments. They likely know what stocks and mutual funds are, but how to properly analyze these products may be out of their realm of knowledge. With the introduction of investment applications such…

ReportWa: Open & Secure API Architecture

HexaviewJanuary 29, 2020
Wealth management software for advisors continues to update and evolve rapidly. Speed and reliability continue to remain the key factors, and having the ability to automate as much as possible is crucial. ReportWa looks to take the details and technology…