ReportWa

ReportWa is a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities.

ReportWa is a single tool for your reporting and compliance needs that lets you design pixel-perfect reports with data visualization, allowing users to gain useful insights into their data right inside their favorite MS Word and Excel files. In a few clicks, users can configure all the processes once and reuse always. Processes include report packaging, scheduled report generation, automatic report distribution via email and scheduled data import. Store your reports safely and securely in Investor Portal and share anytime, anywhere with your clients.

The vendor claims this entire suite of services saves up to 60% of your cost and time.