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Property management

Automated Reporting for Property Management

Provide your property owners with professional, reliable reports—effortlessly

In an increasingly competitive real estate market, property owners expect transparent, visually appealing, and timely management reports. Property managers need to process large volumes of information—rents, expenses, maintenance, incidents, technical interventions—from multiple systems.

ReportingSoft automates the production of your statements and reports, enhancing your professionalism and freeing up valuable time.

Key Challenges for Property Managers

  • High data volume per unit, building, or owner
  • Owners demand clarity, responsiveness, and tailored reports
  • Manual processes still common (Word, Excel, printed documents)
  • Multi-site and multi-user management: staff, managers, accountants
  • Tax compliance and accurate tracking of management flows

ReportingSoft Solution for Property Management

  • Automated generation of financial statements, performance reports, portfolio summaries
  • Professional layout customized per owner (logo, format, language)
  • Integration with your property management system (e.g., SPI, Quorum, GARAIO REM)
  • No-code editor: managers can adapt or build their own templates
  • Secure multi-channel distribution: client portal, email, PDF or Excel export

Operational & Business Benefits

  • Saved administrative time—eliminate copy-paste, fully automated
  • Consistently professional deliverables: sleek, uniform reports every time
  • Improved owner satisfaction: perceived service quality increased
  • Better internal organization: collaborative access and automatic archiving
  • Fewer manual errors and simplified accounting processes

Use Case: Mid-Sized Property Management Firm

Before ReportingSoft, we spent hours manually generating tenant statements. Now everything is generated automatically per owner template. Even non-technical staff can edit reports using the no-code editor.
— Property Manager, Lausanne

Make Reporting a Driver of Loyalty and Performance

Looking to professionalize owner communications, reduce administrative burdens, and present a modern image for your agency?
ReportingSoft offers a solution fully tailored to the property management industry.

Request a Demo Contact Us

 

Public institutions

Automated Reporting for Public Sector Organizations

Transparency, Efficiency, Compliance: Empower Your Public Data

Public administrations are facing growing demands for transparency, strategic governance, and strict budget management. In an era of digital public services and increased accountability to citizens and oversight bodies, reporting can no longer rely on manual processes.

With ReportingSoft, public sector entities can automate the production of budget, management, and public policy evaluation reports — while ensuring clarity, consistency, and compliance.

Challenges in the Public Sector

  • Accountability to elected officials, citizens, and regulatory bodies
  • Public policy monitoring: project tracking, performance management
  • Regulatory and budget reporting: financial plans, activity reports, audits
  • Multiple data sources: finance, HR, services, grants
  • Multichannel communication: PDF, web, open data, citizen reports

What ReportingSoft Brings to the Public Sector

  • Automation of management reports, annual accounts, activity summaries
  • No-code report editor for business departments: finance, projects, HR, services
  • Centralized multi-source data: management tools, public ERPs, Excel, custom databases
  • Publishing portals: share reports with authorities, partners, or citizens
  • Meets transparency and archiving obligations: traceability, version control, secure access

Benefits for Your Municipality or Institution

  • Administrative time savings on repetitive reporting tasks
  • Enhanced visibility of public actions through clear, educational reports
  • Autonomy for departments to produce and update their own reports
  • Improved external communication: accessible, shareable, audience-ready reports
  • Stronger governance with reliable, up-to-date, shared indicators

Use Case: Municipality of 40,000 Inhabitants

We use ReportingSoft to produce our annual accounts, activity reports, and project dashboards for elected officials. The finance department can now adapt reports each year without needing custom development.
— Municipal Secretary, French-speaking Swiss municipality

Simplify Your Reporting, Highlight Your Public Impact

Looking to modernize your reporting workflow, enhance management transparency, and better equip your operational departments?

ReportingSoft supports your digital transition with a robust, modular solution designed for public sector needs.

Request a Demo Contact Us

 

Intégration OEM

Intégration OEM – ReportingSoft

Offrez à vos utilisateurs une fonctionnalité de reporting puissante, moderne et 100 % intégrée

Vous développez une plateforme logicielle et vos clients attendent des rapports dynamiques, visuels, exportables et personnalisables ? Avec notre offre OEM, vous pouvez intégrer la puissance de ReportingSoft au cœur de votre solution, en toute transparence.

Nous vous fournissons un moteur de reporting prêt à l’emploi, en marque blanche, personnalisable et extensible via API, qui s’intègre à votre architecture technique et à votre expérience utilisateur.

Pourquoi intégrer ReportingSoft en mode OEM ?

  • Accélérez votre time-to-market : ajoutez une brique de reporting complète sans développement from scratch
  • Générez de la valeur ajoutée visible : vos utilisateurs bénéficient immédiatement de rapports élégants, interactifs, personnalisables
  • Conservez la maîtrise de votre expérience utilisateur : nos composants s’intègrent dans votre interface, selon vos règles UX
  • Renforcez la fidélisation client : les fonctionnalités de reporting sont très demandées et différenciantes
  • Réduisez la charge sur vos équipes internes : maintenance, sécurité et évolutions prises en charge par ReportingSoft

Fonctionnalités clés embarquées

  • Rapports PDF ou Excel automatisés avec mise en page professionnelle
  • Tableaux de bord web interactifs avec filtres, graphiques, vues conditionnelles
  • Éditeur no-code embarqué (optionnel) pour les utilisateurs finaux
  • Connexion aux données via API ou fichiers plats
  • Multilingue, multi-tenant, 100 % marque blanche

Intégration simple et modulaire

  • API REST & SDK pour une intégration fluide avec vos systèmes
  • Iframe, widgets ou composants front-end React/Angular disponibles
  • Support multi-environnement : cloud, on-premise, hybride
  • Sécurité et gestion des droits intégrées : rôles, restrictions par utilisateur, journalisation

Ils nous font déjà confiance

“Notre solution SaaS pour le secteur RH s’est enrichie d’une fonctionnalité de reporting très attendue. Grâce à l’intégration OEM de ReportingSoft, nous avons pu offrir des tableaux de bord dynamiques en quelques semaines, sans immobiliser notre équipe produit.”
— CTO, éditeur SaaS (secteur RH)

Faites du reporting un avantage concurrentiel intégré à votre solution

Vous êtes éditeur d’un logiciel métier ? Intégrez ReportingSoft en OEM pour enrichir votre offre, accélérer votre roadmap et offrir une expérience de reporting moderne à vos clients.

Demander un kit d’intégration   Parler à un expert OEM

Insurance

Automated Reporting for the Insurance Sector

Structure your data, automate your deliverables, boost regulatory responsiveness

The insurance industry faces growing complexity — multiple products, evolving regulations, actuarial reporting, ESG obligations. Automated reporting is no longer optional, it’s a strategic necessity.

Whether generating customer reports, regulatory deliverables, or internal steering documents, teams need to deliver fast, accurately, and reliably.

ReportingSoft helps automate report production while maintaining a high level of customization and compliance.

Key Challenges for Insurers

  • Regulatory compliance: Solvency II, IFRS 17, PRIIPs, SFDR, ESG reporting
  • Product complexity: life, non-life, health, pensions, business, etc.
  • High data volume: thousands of policies, claims, insured parties to track
  • Multichannel delivery: online publication, PDF, client portals, mailings
  • Traceability requirements: internal audit, external supervision, version control

What ReportingSoft Brings to Insurers

  • Automated generation of regulatory reports: QRTs, SFCR, narrative reports
  • Fully personalized deliverables by policy, client, or distribution channel
  • No-code editor for business teams: actuaries, compliance officers, product managers can update templates without IT
  • Centralized multi-source data: connectors for management tools, actuarial systems, CRM, claims systems
  • Secure multichannel distribution: client portal, secure PDFs, Excel export or API

Your Benefits at Every Level

  • Easier compliance with complex regulations
  • Significant time savings for internal teams
  • Improved traceability and auditability of reports
  • Enhanced client experience with clear, accessible documents
  • Fewer human errors and reduced rework

Use Case: Health & Protection Insurer

Each quarter, our compliance team had to compile dozens of documents from various systems. Since implementing ReportingSoft, our regulatory report production is fully automated, and business users can adjust templates without involving IT.

— Compliance Officer, Mutual Insurance Group (300k policyholders)

Automate Your Reporting, Secure Your Processes, Unlock the Value of Your Data

Looking to modernize your reporting chain, reduce reliance on manual processes, and enhance compliance? ReportingSoft offers a solution tailored to the insurance world.

Request a Demo Contact Us

 

Asset Management

Automated Reporting for Asset Management

Automate your deliverables, showcase your expertise, and strengthen investor relations

In a world where transparency, performance, and compliance are key differentiators, reporting can no longer be a manual and time-consuming task.
Asset managers must deliver impeccable, personalized documents—often under strict regulatory pressure and within very short deadlines.
With ReportingSoft, you can automate your reporting processes and provide your institutional or private clients with a clear, reliable, and professional view of their investments.

Key challenges in the industry

  • Proliferation of vehicles (funds, mandates, ETFs, structured products)
  • Increasing regulatory requirements: MiFID II, PRIIPs, SFDR, ESG
  • Need for consolidation across asset classes, portfolios, and currencies
  • Different reports for each audience (end client, regulator, distributor)
  • Margin pressure and the need for greater efficiency

The ReportingSoft solution for Asset Managers

  • Automated production of all deliverables: factsheets, client reports, regulatory reporting, in PDF, Excel, or custom formats
  • Customizable and scalable templates: tailor reports by client, language, currency, or format — no IT dependency
  • Smooth integration with your PMS/CRM: compatible with SimCorp, eFront, Allfunds, and any other data source
  • No-code functionality: marketing, compliance, or product teams can design and adapt reports autonomously
  • ESG compliance: dynamic generation of sustainability sections, scores, and environmental impact metrics

Tangible, measurable benefits

  • Over 70% reduction in time to produce recurring deliverables
  • Zero manual errors thanks to a fully automated and validated workflow
  • Enhanced client experience: premium, consistent, and punctual deliverables
  • Full compliance with European and international standards
  • Free up your teams: let them focus on analysis instead of formatting

Client case: asset management company in Zurich

Before using ReportingSoft, producing a monthly report took three days. Today, the same deliverable is generated in just a few minutes, with better personalization, consistency, and automatic validation.
— Head of Operations, Asset Manager with CHF 4+ billion AUM

Put reporting at the service of your performance

Looking to modernize your deliverables, streamline internal processes, and respond faster to client and regulatory expectations?
We’ll support you with a robust, modular solution designed specifically for asset management professionals.

Book a demo Contact us

 

More Articles ...

  1. Private Banking
  2. Industries
  3. Gestion d'actifs
  4. Bespoke reporting

We work with some of the biggest Companies


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  • Deutsche Bank

    Deutsche Bank

  • Société Générale

    Société Générale

  • Banque cantonale de Fribourg

    Banque cantonale de Fribourg

  • BNP Paribas

    BNP Paribas

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