Data driven decision making is the norm for fast growing firms
With our suite of reports you will have everything you need to make informed decisions. With more than 40 reports at your finger tips you will have all the financial and management reports you need to ensure your firm is on the right track.
Export reports to PDF and Excel
We have made it easy to export your reports to both pdf and excel. In line with our attention to detail, our excel reports look great and even have filters set to speed up your analysis.
Compliance that makes both your and the regulators lives easier
Our compliance reports ensure you can have a clear overview of the issues that could impact your compliance with the various regulations. Choose from overdrawn client account balance, dormant balance and credit balance reports to ensure peace of mind at all times.