Reporting Tools

WealthSpectrum provides powerful and flexible reporting capabilities:

Distinctive, international standard client reports supported by graphs and charts.
Reports by individual account or consolidated family group.
Generate professional collated multi-report client package with title page, table of contents, commentary and disclaimers.
Externally defined report title, page header / footer, report header / footer.
Options for sorting sequence.
Options to include / exclude report columns.
Options to include / exclude subtotals.
Optional disclaimer or disclosures text at the end of the report.
Externally defined standardized report titles and column headings. Glossary / column legend also stored in standardized repository. Option to include glossary / legend with the report.
Column headings for new reports to be selected from the standardized repository of labels, ensuring uniformity across reports, facilitating multi lingual conversion.
Options for report formats - html, pdf, xls, csv, xml.
Generate, store and publish reports on web site.