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.

Key Features

Reports Design Process

In order to provide the reports your firm will love, we utilize these 5 steps:

– Requirements Review
– Hi Fidelity Mockup
– Design
– Build and Test
– Deploy and validate

Our process ensures the reports are delivered in a timely manner, are accurate and give you the joy of having
the reports that you desire.


Arcons reports modules allows:
– Viewing reports and activity on a customizable dashboard.
– Viewing the last run reports from the dashboard and have easy accessibility.
– Create customized widgets that meet your firms’ specific needs

Portfolio/Advisor Reports Creator and Viewer

With a few button clicks, generate professional looking portfolio and advisor level reports just the way you want.
The reports can include a bar charts, 3-D pie charts or a nicely designed and formatted tabular report.


Track favorite reports on the dashboard and generate them instantly when needed. Firms can differentiate the
portfolio level favorites and advisor level favorite reports.

Partner Integration

Comments are closed.