Solution introduction
Every report is tailored to your firm’s advice process, governance, and brand
Your reporting should reflect how your firm actually works. We adapt to your advice model, workflows, and tone, so you never have to compromise on structure or governance
Comprehensive customisation
Use our suggestions, add your own, or combine both. Tailor content precisely to your firm.
Firm-branded templates
Apply your logo, tone, and visual identity throughout.
Permissions and access control
Control who writes, edits, approves, and publishes content.
Centralised control
Make firm-wide changes instantly, visible across all users.
Content libraries
100+ provider and fund manager descriptions, plus 500+ editable portfolio templates.
