Applied Software - WealthSpectrum

WealthSpectrum provides powerful and flexible reporting capabilities

Distinctive, international standard client reports supported by graphs and charts.
Wide range of reports covering asset allocation, transactions, holdings, income and gain, expenses, financial statements, peformance and returns.
Generate professional collated multi-report client package with title page, table of contents, commentary and disclaimers.
Automatic e-mail generation and delivery of the reports using the auto mailer module.
128 bit encryption and password protection for the PDF files.
Client reports by account, owner / individual or consolidated family group.
Report scheduler available as optional add-on through scheduling framework.
Custom report look and feel - style and fonts available as optional add-on through custom stylesheet framework.