Solution introduction

Accurate, Automated Reports for Better Client Engagement

PetakSys' client reporting solutions automate and streamline the reporting process, delivering accurate, compliant, and customizable reports that enhance transparency and client trust

PetakSys’ client reporting developing service is designed to simplify and enhance the reporting process for financial institutions, ensuring your clients receive timely, accurate, and insightful information. By automating the generation of reports, our service significantly reduces manual workloads and minimizes the potential for errors, allowing your team to focus on value-added activities. Our solutions, developed according to your needs, integrate seamlessly with your existing data sources, providing real-time access to relevant information and enabling the creation of customizable, client-specific reports.

With a focus on compliance, PetakSys ensures that all reports meet regulatory standards while remaining clear and easy to understand. Customizable content and formatting options allow you to tailor reports to better engage clients and reflect your brand identity. Whether you need regular performance reports, detailed portfolio breakdowns, or ad-hoc analysis, our solution is built to handle it all efficiently, making your reporting process more scalable and responsive to client needs.

Enhance transparency, build trust, and deliver high-quality reports with PetakSys.

Benefits

  • Automation and efficiency: We develop a system that automates the reporting procedure entirely to save time and minimize manual work. This leads to faster report generation and enables your team to focus on tasks that contribute greater value to the organization. 
  • Accuracy: By connecting with your current data sources, reports are consistently accurate and up-to-date. Our solutions fetch data from multiple sources to offer a consolidated view of the client's portfolios. 
  • Simplified reporting process: Our solutions make it easier to create client reports from multiple sources without the need for manual involvement in the process. It automates procedures to ensure report quality while still being adaptable to specific requirements. 
  • Integrated with systems: PetakSys custom solution effortlessly combines with your existing systems to gather information from various sources and generate detailed reports.
  • Enhanced reporting with custom data: our solution allows you to enhance your reports by incorporating data sources that are not currently accessible in your existing systems. This adds further value to your reports, offering a more comprehensive view and deeper insights, and ultimately elevates the trust of your customers in you.

Key Data

PRICING
  • Bespoke
Implementation Methods
  • Hosted (private cloud)
  • On-premise
  • On-premise or hosted
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices
Client Regional Presence
  • Eastern Europe
  • Western Europe

Automated Client Reporting and Platform Development

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