Product | Reports

Reports from your own data

Choose the report, set the parameters, review the draft.

Most of a report is assembling information.

Figures sit in the PMS, notes in the CRM, context in email, prices in market data. Bringing them together often takes longer than the writing itself.

Connects to your systems

Works on top of your PMS, CRM. No migration, no new data store.

Gathers the data itself

Agents pull from the data sources, then combine it into one draft.

Built on your templates

Every report follows the structure, wording and layout you define.

Choose the report and its parameters

Select the report type, scope and period. Reports gathers the data and prepares a draft for each report.

Each figure links to its source. You edit, approve and release. Every step is recorded.

“After the initial setup, it collects the data I used to gather manually from several sources. That alone saves me a great deal of time.”

Portfolio Manager

Independent asset manager, 120 clients

Run recurring reports on a schedule or from chat.

Chain multi-step work across your systems.

See allocation, drift and open tasks at a glance.

Less noise. More judgment.