Reporting & Analytics
Leverage highly-configurable tools to tell the story your way.
Generate intuitive reports and dashboard analytics that convey progress and portfolio details in the way your clients want to see
Intuitive Reports. On-Demand Analytics.
Intuitive Reports. On-Demand Analytics.
Our Reporting & Analytics lets you choose from a library of pre-built investment display widgets to quickly create the exactly what you need to share portfolio investment progress and detail with your investor clients. Customize and add your branding and insight to further share your unique value.
SaaS Investment Management with a Difference
Explore the platform that brings efficiency, simplicity and flexibility
to front and back office operations
Varianza
“We now have more data to support analyzing the portfolios, which means that we can make more data available to our clients through the website or the mobile applications.”
Pablo Garcia Drake
COO
See the case