Investment Performance Reporting
We design digital interfaces using Python and React, create custom PDF reports, and manage reporting through Microsoft Power BI — from iPad-ready digital front-ends to customised one-page PDFs for complex investment reporting needs.
We automate your reporting workflows to eliminate spreadsheet dependency, and we continuously expand our report library based on client suggestions.
Digital front end? Custom PDFs? Automated email alerts?
Let's discuss!
Our Features
Digital Front-end
Interactive reporting customised to your investment policy and asset structure.
Custom PDF reports
One-pagers or board-packs produced exactly to specification.
Reminder Notifications
Email alerts for contract expiries, limit breaches and data issues.
Document Archive
Reports, contracts and agreements accessible directly through the front-end.
Our standard report library
Digital Front-end
Easy access to all relevant portfolio data in a single place
Our digital front-end enables interactive reporting customised to your investment policy and asset class structure, automating reporting workflows to eliminate spreadsheet dependency.
Custom PDF reports
One-pagers or board-packs to specification
From a single-page summary to a full board pack, we produce automated PDF reports exactly to your specification, continuously expanding our report library based on client suggestions.