Fintech
Binding seamless Technology with Finance
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Sweating over last minute changes in the report or planning months in advance to build a new performance report? Creating/Editing of reports is such a big pain, takes days, uses complicated and costly report writer tool.
Are you in Stress of Handling Humungous sensitive data or struggling with data inconsistency? Sending reports isn’t tough but making sure data is set-up correctly takes a hell lot of time.
Audit means all other work comes to a halt. SEC/FINRA Audit comes with extensive pressure. Also, important documents sent to clients can’t be found in email or in files when any audits take place.
In the Wealth management domain for Financial Advisors, Client experience and communication is the second most important thing after advice. Our full-featured Wealth management Reporting software for advisors “Reportwa” aims to ease Client reporting.