ReportWa

Deployment

Web-based

Best for

SmallMedium

Overview

About ReportWa

Welcome to the end-to-end reporting solution by Hexaview, Reportwa, a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities.

A single tool for your reporting and reporting compliance needs that lets you: Design pixel perfect reports with data visualization allowing users to gain useful insights into their data right inside your favourite MS Word and Excel. In few clicks configure all the processes once and reuse always like Report Packaging, Scheduled Report Generation, Automatic Report distribution via Email and Scheduled Data import. Now, store your reports safe and secure in Investor Portal and share anytime anywhere with your clients.

This entire suite of services saves upto 60% of your cost and time.

At a glance

Software information

Industries served, licensing and the support ReportWa provides.

Licensing

  • Monthly Payment
  • Free trial

Support

  • Phone
  • Email

Training

  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies
  • Whitepapers

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies
  • Whitepapers
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Capabilities

ReportWa features

The full feature set, grouped by module.

Reporting Software

  • Automated Reports
  • Call Routing
  • Data Source Connectors
  • Financial Reports
  • Report Export
  • Visual Analysis

Plans

ReportWa pricing

Free Version
No
Payment Frequency
Monthly Payment
Free Trial
30 Days

Media

Screenshots & video

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