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 manually completing this process, Reportwa is here to assist.
Reportwa is derived from the word repertoire, which mean stock of skills. Our services bring a variety of reporting tools to your business to help alleviate stresses associated with reporting, allowing you to allocate precious time back into your business.
When it comes to portfolio reporting, you want to have confidence the data is accurate and that you have the ability to customize it how you need. Furthermore, portfolio reporting needs to be automated so that if your clients requests monthly statements, you simply check a few boxes and the process is all set.
The three main services Reportwa can offer your wealth management business includes report creation, report distribution and compliance. These are the three main focuses of any wealth management business and require the most diligent of eyes. Depending on the size of your wealth management business, you may still be doing some of these reports manually, which invites the element of human error.
One of the benefits to using Reportwa is the service works well with Microsoft Word and Excel via a plugin. Installing the plugin takes only a few moments and from there, you’ll have to ability to update existing reports and venture into the other added values of Reportwa.
Once you’ve gathered the various reports, Reportwa can provide a portal to distribute your vaiours portfolio reporting items. The portal is web-based, meaning you can distribute reports whether you’re in your businesses home base or on the road.
Lastly, Reportwa can offer your wealth management business a secure way to store, manage, track and share your documents that are likely to be highly confidential. In today’s environment, you can never be too careful with what how you distribute and store sensitive data.
Reporting can be one of those tasks that you think about but never really address until it becomes an issue. Before it becomes an issue, let Reportwa step in and provide not only your business but your clients value. You’ll be able to rest assured that your company’s reporting is not only automated but you are in compliance with current regulations. With all this extra time, you’ll be able to re-allocate to building your book of business and better servicing your clients.
For more details, visit us at www.reportwa.com. If at any point in your ReportWa journey you need help, just mail us at hello@hexaviewtech.com and we’ll get back to you within a few hours or In case you want to connect with me personally, lets connect on LinkedIn.
