The Value of ReportWa®

 
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Do-It-Yourself

Create, preview, save and distribute reports yourself.

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PMS Independent

Import feeds from custodians & 3rd party data providers.

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Real Time

Real time preview & editing capability.

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Managed Workflows

Use excel formulas in word and create formula templates

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Built in Templates

Pre-built templates which enable faster report creation.

 

A Report Creator, Distribution Portal and Document Manager clubbed into ONE.

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Plugin for Microsoft Word/Excel

A plugin that comes with inbuilt templates to create reports, real time preview, offers editable file format, quick upload and share reports.

It’s a Plugin for just what you want, when you want.

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Report Portal

ReportWa® Report portal offers versatility in advisors’ operations.

Uploaded reports can be distributed using existing email templates and scheduled submission.

Assign tasks to users as per report.

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Document Management System

DMS powered by Hexaview is integrated application with 2-factor authorisation. It is a secure cloud storage system with anti-virus scan.

Its integration with DocuSign enables eSignature capability for the users.It is structured to manage the lifecycle of your documents.

 
 

© 2017 Hexaview Technologies Inc. All rights reserved. ReportWa® is trademark of Hexaview Technologies Inc. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or other countries. Microsoft Word, Microsoft Word logo, Microsoft Excel and Microsoft Excel logo are the registered trademarks of Microsoft Corporation. Product information and/or specifications are subject to change without notice.

 
 
 
 

Experience how Reportwa® can add to your expertise!

Push Your Business Further

We Look Forward to demonstrate how easy it can be.