ReportWa - Automated Reporting Tool

Smaller RIA firms are underutilizing reporting software. This could be a measure to save costs or simply maintain an old way of thinking. As your firm continues to grow and scale, you’ll need to look at implementing a portfolio performance reporting software that’s robust and can grow with you.

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. Read this blog, to know more about the importance of investment management.

As the way financial advisors do business is changing, many things remain constant. Clients want to see their information in a ready manner. Now clients and advisors are becoming more reliant on reporting portals to transmit information with the lack of face-to-face meetings.

A client reporting portal is a software that allows secure communication and reporting between wealth managers and their clients. With the introduction of the client portal, the need to contact the third party every time is eliminated. Hexaview Technologies, a fintech software development company has launched ReportWa which is a client reporting portal for financial advisors. 

Wealth management is investment advice or assistance given to High Net Worth Individuals, small businesses and other affluents people to sustain and grow their wealth.

Portfolio Performance Reporting Software can be defined as the computer application that can help to work with all kinds of portfolios, support a large variety of classes of assets, helps the advisors in analyzing and making informed decisions, and even help with pre-trade compliance.

A wealth advisor is always keen to know about the client's requirements and tries to gather all the information about the client's goals and dreams. Based on the client's goals and dreams, the financial advisor formulates a customized plan. Advisors regularly communicate with the clients and provide reporting at regular intervals to evaluate investment performance and to review the financial plan and update it accordingly for any changes that have taken place. Financial Advisors use wealth management reporting software like ReportWa that helps to create and design pixel-perfect reports within a few minutes and also smoothens the communications by removing the data redundancy.

For more details, visit https://www.reportwa.com/.

Report Creation Tool for Advisors and RIAs - ReportWa ReportWa is a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities. It is the single tool for all your reporting and compliance needs. 

Performance reporting is the process of collecting information and details about the work performance, creating reports by analyzing the data and presenting the report to the clients. Performance reporting in wealth management is part of client communication and reporting management. Performance Reporting software helps to prepare effective performance management reports by analyzing past records.

Hexaview Reportwa - Next Gen Report and Management | Client Reporting in Wealth Management Hexaview has launched its flagship product ReportWa, a client reporting tool for wealth advisors and RIAs which helps in the creation, distribution and storage of reports in an easy manner thus giving flexibility for financial advisors and RIAs to prepare the reports easily within a few minutes. For more information, visit https://www.reportwa.com/ or call +1-(646)403-4525.

A client portal is a safe and secure website which helps the clients to access financial management tools and services. ReportWa’s client portal for financial advisors helps to streamline client services in an easy to read location. Apart from this, the client portal allows to improve your one-on-one services and hence increases client satisfaction. For more information, visit https://www.reportwa.com/distribute/ or call +1-(646)403-4525.