Reporting & Statements | Wealth Management Technology Solution | Fi-Tek Trust Accounting and Wealth Management Platform
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Reporting & Statements

Now empower your managers through our Internal Reporting (IR) engine. Developed over a decade through customer interactions and feedbacks, IR reports capture data detailing every aspect of Customer, Transaction and Asset information.

Features:

  • Create reports of many types of activities including:
    • portfolio holdings
    • top holdings
    • investment reviews
    • cash activity
    • purchase and sale
    • trade blotters
    • "What If" reporting and
    • comparative analysis reports against models or benchmarks
  • Reports can be generated on a scheduled basis
  • An intuitive ad hoc report writer and query builder allows users to create and save custom queries, apply filters and set groupings

 

Value Proposition:

  • Get access to information that is required at a particular time by creating custom on demand reports
  • Daily summary reports are generated and emailed/printed overnight allowing your managers to be on top of operations
  • Flexibility to download reports in Word, Excel, PDF and a text format

 

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