Create, preview, save and distribute reports yourself.
Import feeds from custodians & 3rd party data providers.
Real time preview & editing capability.
Use excel formulas in word and create formula templates
Pre-built templates which enable faster report creation.
A Report Creator, Distribution Portal and Document Manager clubbed into ONE.
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.
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.
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.