Built to make every report feel
in-house and high-level
Purpose-built to simplify data across every portfolio and account type for accurate, consistent reporting.
Fund factsheets
Create fully branded, compliant factsheets in minutes with automated data syncing and styling.
Share market insights and portfolio performance with polished, on-brand quarterly reports.
Deliver concise portfolio summaries and performance insights that help drive investment decisions.
Generate professional research outputs tailored to analysts, advisers, and clients.
Personalised documents designed for planners and advisers, backed by real-time portfolio data.
Fund factsheets
Create polished, compliant, and fully branded factsheets in minutes. Automate performance data and deliver investor-ready reports with ease.
Fund data management
Automate, validate, and centralise your data to ensure every report is accurate, compliant, and ready to share.
Model portfolios
Simplify SMA, MDA, and IMA reporting with tailored, scalable, white-label outputs. Maintain total accuracy and consistency across every platform.
