Design-quality investment reports, update once, sync everywhere
Your front-end for producing beautiful, branded, client-ready reports — fast and seamless.
Manual updates, no live link to data
Roles, access, and collaboration all in one place
Static charts, manual refresh
Live, interactive visuals that clients instantly get
Costly handoffs, slow design cycles
One-click export to digital or print
Copy-paste notes, never synced to data
Drop insights straight into reports for clarity and impact
Deliver fast, consistent, high-quality, insightful reports that your clients will truly value
No-Code Builder
Upload images, toggle charts, and add commentary with ease — no coding required.
Widget Embeds
Embed live charts and visuals directly into your clients’ websites.
Brand Consistency
Lock in fonts, colours, logos, and layouts so every report is polished and on-brand.
Pixel-Perfect Reports
Deliver polished, white-labeled reports that boost trust and credibility.
Smart Templates
Flexible templates standardise layout, typography, and branding across every report.
Deliver-Ready Output
Export to digital or print formats instantly with the click of a button.
Fund Factsheets
Create polished, compliant, and fully branded factsheets in minutes. Automate performance data and deliver investor-ready reports with ease.
White-label reports
Build a powerful analytics layer that fuels every report you produce.
With flexible templates and styling, every output reflects your identity and builds trust with clients.
Design-quality output, minus the grind
Build once, reuse everywhere—cut rework, keep branding tight, and move faster.