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Asset Managers

What are the Asset Managers challenges ?

In a disturbing financial market, evolving constantly, clients require reporting more frequently, in order to check their investments results and be reassured.

Reporting Maestro is a real financial analytical tool and a client communication tool for asset managers.

Detailed Reporting

  • Show detailed information relating to the financial transactions

Personalized communication

  • Reports’ content customizing: according to the type of investment, client characteristics, currency…
  • Reports’ design customizing: large choice of templates

Financial analytical tool

  • Comparative performance of financial results over a period
  • Comparative performance of a financial product versus another financial product
  • Comparative gains through exchange rates

 

 

 

  • A complete reporting platform

    The "Reporting Maestro" platform is a global business intelligence tool that combines two main modules: an innovative self-service reporting creation tool (the Business Report Designer) and a module (the Reporting Maestro Server) which automates the production, the secure distribution and the storage of reports, as well as the verification of the data.

    The advantages of a global reporting solution

    Our reporting solution allows you to manipulate, aggregate, sort and format information from various data sources easily and intuitively by using a simple a drag-and-drop system. Data verification and distribution is fully automated.

    Installation & support

    Fully available using API, our platform is modular and can be installed on any existing system. Our consultants advise and assist you throughout the migration process. Migrating your existing report templates and reports is made easier through our automated migration tool.

    Discover below the two main components of our Reporting Maestro platform:
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ReportingSoft is primarily a global presence, the employees of which are recognized for their expertise, mutually enriching their business and technology skills. In all their actions, they carry with them the group's core values​​: responsiveness, commitment, professionalism and performance. For ReportingSoft, the success of a project requires not only skills but also strong common values.