Solution introduction
Reports are an integral part of the advisory industry. It is important to have a system that generates the right reports in the right format that your firm and your clients like to use
Arcons’ reports module allows firms, their advisors and end clients to create customized reports to match their specific needs
We recognize that firms like to represent their reports with their own look and feel, branding, colors and content. Our customization team can provide you the report pages that appear just the way you want, be it a bar chart, a 3-D pie chart or a nicely designed and formatted tabular report.
Key Features
Reports Design Process
In order to provide the reports your firm will love, we utilize these 5 steps:
- Requirements
- Review
- Hi Fidelity
- Mockup design build and test
- Deploy and validate
Our process ensures the reports are delivered in a timely manner, are accurate and give you the joy of having the reports that you desire.
Dashboard
Arcons reports modules allows:
- Viewing reports and activity on a customizable dashboard
- Viewing the last run reports from the dashboard and have easy accessibility
- Create customized widgets that meet your firms’ specific needs
Portfolio/Advisor Reports Creator and Viewer
With a few button clicks, generate professional looking portfolio and advisor level reports just the way you want. The reports can include a bar charts, 3-D pie charts or a nicely designed and formatted tabular report.
Favorites
Track favorite reports on the dashboard and generate them instantly when needed. Firms can differentiate the portfolio level favorites and advisor level favorite reports.
