Reporting
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
– 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.
Dashboard
– 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
The reports can include a bar charts, 3-D pie charts or a nicely designed and formatted tabular report.
Favorites
portfolio level favorites and advisor level favorite reports.
