Dash
Boards
Dash boards provide an effective
method of presenting summary information in a visual way. A
dashboard can include navigation links that pass parameters to
other reports, allowing your users a simple method to access
client reports. Reports can include drill-down and
drill-through functionality which provides an intuitive
point-and-click interface.
We can help you design and implement dashboards and reports that support the way you run your business and portfolios. As previous practitioners, we never embraced the idea that our workflows and business needs had to adapt to the capability of our vendors software. The flexible nature of our warehouse allows for rapid customization of reports, dashboards, etc.
Our database structure provides a reporting
platform that your Associates can leverage for faster,
smarter decision making. Combine data in new ways to gain
greater visibility about your business and portfolios or to
upgrade the content and quality of internal and client
reporting.
Reporting
possibilities are nearly endless and easily integrated with
existing data and systems. Explore
your portfolio data through the lenses of a database and
discover answers to questions you haven’t even thought of
yet!
Our library
includes the typical portfolio reports, but it also contains
reports that you can’t produce in Axys®. Reports can be easily exported to PDF,
XML, CSV, TIFF, HTML or Excel.
Portfolio appraisals, purchase/sale or performance reports can now be viewed directly from Insight , a web browser or inside your CRM. The data can be aggregated, filtered, grouped and manipulated to suit your specific needs.
Graphs,
Charts & More
An attractive feature of Microsoft Reporting Services is the ability to include a wide range of charts and graphs. The ability to customize the report and chart settings in a very granular way, allows for stunning reports.
Why
Microsoft Reporting Services?
As
an open-structured database environment, there are many
tools and methods for accessing the data and for creating
reports, including Microsoft Access, Crystal Reports, Excel
and many other third-party development apps. We chose to
build our library of reports using Reporting Services for
several reasons:
• No incremental costs: the application
and license are included with SQL Server.
• Established product that Microsoft is
committed to expanding and improving.
• Open environment that provides our
client’s with development options, including a large
independent community of consultants.
• A great, web-based reporting tool that provides flexibility and power, including the ability to incorporate graphs.
Enhanced Reporting - New Ways of Viewing Your Data
Report
Automation and Customization with OPW ReportPro
OPW
ReportPro,
our
report packaging and distribution solution, will stream line
your communication activities.
•Setup
custom report packages for each of your clients or third
party recipients (accountants, advisors, etc.). Standard
package models can be assigned to clients with common
attributes such as Institutional or Retail, Taxable or Tax
Exempt, etc.
•Report
package can include Microsoft Reporting Services reports,
Axys® reports, APX® reports, Word documents, spreadsheets,
PDF (client specific or global), content from OTHER
ReportPro packages, and text files. Setup documents to
included data, such as address information, drawn directly
from the warehouse or most other data sources.
•The
ability to place a hold status on a report, which keeps it
in the queue but suspends publication until the hold is
removed.
•Sophisticated
Printing that allows for different options for each page
of the report package. For example, have your address and
cover page printed in black and white, with a portrait
orientation and drawn from the top printer tray that
contains letter head. The executive summary page,
which contains tables and graphs, can be printed in color,
in landscape mode and from tray 2.
•Batch
printing that allows for prioritizing specific reports.
•The
final PDF document can be auto-filed on your file servers
multiple times and multiple ways or auto-publish to your
Microsoft SharePoint Server.
OPW ReportPro will improve internal communication and enhance your client reporting, while providing incredible flexibility in the content of your reports and their delivery methods. Ask us about integrating OPW ReportPro with your existing CRM and work flow processes.
Insight, our user application included with your
subscription, has an intuitive interface that provides your
entire organization access to the warehouse data, without
the cost of additional licenses.
Rapidly
browse using the quick search feature or navigate using a
list of favorites. Included is a comprehensive library of
typical reports, but it also contains reports that you can’t
produce in Axys®.
Modify the layout or description of the menus to fit your
organization and add custom reports to the library.
Filter,
Group, and Aggregate
Our data grid provides the ability to filter on date ranges, group columns and export directly to excel. All grid settings, such has groupings, hidden columns, etc. are saved for the user and automatically applied the next time the report is viewed. A powerful feature of Insight is group aggregation, so for many of our reports, changing from an account to an Axys® group will automatically cause the report to display a consolidated view of the data set.
Security Reference - A New Standard
Want to focus on a specific
security? The data warehouse provides a powerful method of
viewing security specific information.
View all client ledger entries for
a specific security, filtered by date and grouped by
transactions (left); review split adjusted prices, unrealized
gain/loss (aggregated for a dynamic group or at the account
level), calculate its internal rate of return or review its
details including historical changes.
Performance
Analytics
With compiled performance data in
the warehouse, performance comparisons are a snap.
Select a group of accounts and quickly compare results for rolling periods or static periods like month, quarter or year. Toggle between gross and net or change the period reference. Filter for performance outliers before creating your composites, or even better, calculate weighted returns for any group of accounts - composites on the fly!
Insight, a powerful interface to the warehouse
Via Binary Systems 937.985.4729