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Explore the key features and benefits

Business & Regulatory Portfolio Dashboards

Finance Audit Reporting

Client Reporting

Business & Regulatory Portfolio Dashboards

  • Attribute and match transaction data, configure rules to auto match transactions movements at scale.
  • Near-time reconciled data in human readable formats to any stakeholder via CSVs, emails or APIs, including configured alerts.
  • Business & regulatory configured reports with drill-down by business unit, activity or any other metric.

Finance Audit Reporting

  • Automatically generate Audit ready client reports in PDF & CSV and send anywhere.
  • Custom dashboard reporting and statement downloads with attestation process support.
  • Read-only data ingestion with configurable, permissioned alerts triggered by your business logic.

Client Reporting

  • Automatically generated client reports in PDF & CSV sent anywhere.
  • Client portal with custom dashboard reporting and statement downloads.
  • Read-only data ingestion with configurable permissioned alerts triggered by your business logic.

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