Reports are an integral part of the advisory industry. It is important to have a system that generates the right reports in the right format that your firm and your clients like to use.
Arcons’ reports module allows firms, their advisors and end clients to create customized reports to match their specific needs. We recognize that firms like to represent their reports with their own look and feel, branding, colors and content. Our customization team can provide you the report pages that appear just the way you want, be it a bar chart, a 3-D pie chart or a nicely designed and formatted tabular report.