Operational Reporting & Analytics
Integrated Client Reports, Management Dashboards, and Data Mining
Generate client valuation statements, operational management reports, and custom data queries from an integrated reporting repository.
Reporting Framework & Data Mining
GlobalWealthES™ combines client reporting, operational management dashboards, and built-in data mining tools within a single reporting framework.
Operations teams and advisors can generate standardized client statements, execute analytical queries, and export audit-ready datasets without third-party tools.
Core Operational Capabilities
Client Valuation & Performance Reporting
Generates valuation statements, holding summaries, transaction ledgers, and performance reports for clients.
Operational Management Dashboards
Internal management dashboards providing visibility into account processing, asset balances, and trade status.
Data Mining Query Tools
Built-in query tools allowing analysts to search financial data, extract custom datasets, and format operational reports.
Request a Demonstration of Reporting & Analytics
Contact our reporting specialists to see how GlobalWealthES™ manages client statement publishing and data analytics.