No-code report design, automated production and secure distribution.
Professional reporting, from data to delivery.
Reporting Maestro and Business Report Designer provide an end-to-end platform for creating, producing, validating, distributing and archiving professional reports. Business users design personalized, multi-format reports without coding, while IT teams automate high-volume workflows, quality controls and secure delivery through a reliable, API-enabled platform.
Key Features
Better client communication
Deliver personalized, consistent and attractive reports in the right format, language, frequency and channel, strengthening service quality and the client experience.
Productivity and cost reduction
Automate repetitive report production and delivery tasks, shorten turnaround times and free employees to focus on clients, analysis and higher-value work.
Reliability and compliance
Validate data, document content and distribution before delivery, with complete logging, controlled access and traceability that support demanding governance and regulatory requirements.
Business autonomy
Empower business users to create and adapt professional reports without coding or day-to-day IT assistance, using approved data and reusable templates.
Key Benefits
End-to-end automation
Orchestrate data extraction, validation, mass or on-demand report generation, quality control and scheduled or API-triggered distribution through reliable, restartable workflows.
Secure multi-channel delivery
Distribute reports by portal, e-mail, print, file system or archive, with granular roles, SSO or LDAP support, audit logs and structured document search.
Open integration and multi-format output
Fully integrated with Wealth Suite, open integration with e.Banking, DMS, etc. through documented REST APIs and connectors; produce PDF, Word, Excel, PowerPoint, HTML and XML outputs.
No-code report design
Create templates with an intuitive web-based drag-and-drop interface, reusable page layouts, tables, charts, dashboards, instant previews and collaboration features.
Resources
Reporting Maestro Brochure
Business Report Designer Brochure
Reporting Maestro Platform
Request a Demo
The future of banking starts here
Discover how our platform helps financial institutions navigate change, embrace new opportunities, and deliver smarter, faster banking. Together, we embrace the future of finance – Leading Banking Forward.
Interactive Advisor – Drive revenues with the right content at the right time in the right format.
Personalize the content and advice experience delivered across channels with Interactive Advisor
Given the exponential growth of available financial market information, investors are overwhelmed and struggling to find relevant content and ideas for their investment decisions. Professional investment advisors are equally tested by well-informed customers and the increased demand for personalized investment advice.
In response to this challenge, Adviscent developed a savvy content hub called Interactive Advisor to provide user-led content solutions for wealth management clients.
Overview
Content Creation
Create investment research and offering content based on predefined data structures for equity reports, structured products, asset classes, countries and regions Base content creation on industry standards like open fund standard Benefit from built-in market data feeds to automate creation process.
Content Management
Coordinate different functions from the investment office, research and offering department Manage translations and local versions Preview content in all form factors – HTML – Web – Mobile and PDF.
Distribution of research & content
Use your content in specific business context for prospecting, retention, pricing and share of wallet use cases Benefit from Adviscent’s API library to integrate the content on your preferred channel and format.
Request a demo
Interactive Advisor – Adviscent Interactive Advisor – Drive revenues with the right content at the right time in the right format. Resources Adviscent logo Lorem ipsum Screen showing how to personalize content with interactive advisor Personalize the content and advice experience delivered across channels with Interactive Advisor Given the exponential growth of available financial market information, investors are overwhelmed and struggling to find relevant content and ideas for their investment decisions. Professional investment advisors are equally tested by well-informed customers and the increased demand for personalized investment advice. In response to this challenge, Adviscent developed a savvy content hub called Interactive Advisor to provide user-led content solutions for wealth management clients. Overview Content Creation Create investment research and offering content based on predefined data structures for equity reports, structured products, asset classes, countries and regions Base content creation on industry standards like open fund standard Benefit from built-in market data feeds to automate creation process. Content Management Coordinate different functions from the investment office, research and offering department Manage translations and local versions Preview content in all form factors – HTML – Web – Mobile and PDF. Distribution of research & content Use your content in specific business context for prospecting, retention, pricing and share of wallet use cases Benefit from Adviscent’s API library to integrate the content on your preferred channel and format. Lorem ipsum dolor Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Request a Demo Lorem ipsum dolor Learn more Lorem ipsum dolor Learn more Lorem ipsum dolor Learn more Lorem ipsum dolor Learn more ISV Assessments/Awards Lorem ipsum dolor sit amet, consectetur adipiscing elit. Category Award Date Business Resiliency Accreditation Builder April 2024 Sustainability Accreditation Starter April 2024 Interested in the full Hopp Tech report? Click here to buy it now. Request a Demo Related Providers Lorem ipsum
The future of banking starts here
Discover how our platform helps financial institutions navigate change, embrace new opportunities, and deliver smarter, faster banking. Together, we embrace the future of finance – Leading Banking Forward.
Quantify Risk of Investment Portfolios and Turn Data into Action
In today’s world, where spikes in volatility are the new normal, EdgeLab provides investment management professionals with the confidence they need to make better and informed decisions. We utilize cutting-edge technologies and the most advanced statistical models to derive the true risk of any asset based on thousands of risk factors. We also support evolving regulatory market risk guidelines. In particular, our solution allows you to implement an efficient framework to constantly conform with investor protection (suitability and appropriateness) in the context of MiFID II.
Overview
360° View on Risk
Understand what drives the risk of your portfolio and measure its impact across any dimension – granular or aggregated. You can use this data to trigger immediate actions and optimize portfolio performance.
Regulatory Compliance
In the context of regulations such as MiFID II, you get precise risk classification at both the portfolio and product levels across all asset classes and currencies to ensure client funds are invested appropriately.
Easy Integration
Our solution is cloud-based and requires very little input from the users. You can integrate it into your existing application landscape through API or access it through Temenos’ WealthSuite, where it’s already embedded.
Enhanced Client Relationship
Use risk metrics to generate bespoke investment proposals and engage clients with reports and insights personalized to their unique objectives and preferences.
Operational Efficiency
We leverage modern technologies that allow us to provide risk metrics in second. They enable you to streamline the creation of investment proposals and gain traction by serving more clients.
Resources
Presentation
Request a demo
EdgeLab Risk analytics that help your business grow and scale. Resources Edgelab logo Resources E book cover showing summit of a mountain Quantify Risk of Investment Portfolios and Turn Data into Action In today’s world, where spikes in volatility are the new normal, EdgeLab provides investment management professionals with the confidence they need to make better and informed decisions. We utilize cutting-edge technologies and the most advanced statistical models to derive the true risk of any asset based on thousands of risk factors. We also support evolving regulatory market risk guidelines. In particular, our solution allows you to implement an efficient framework to constantly conform with investor protection (suitability and appropriateness) in the context of MiFID II. Overview 360° View on Risk Understand what drives the risk of your portfolio and measure its impact across any dimension – granular or aggregated. You can use this data to trigger immediate actions and optimize portfolio performance. Regulatory Compliance In the context of regulations such as MiFID II, you get precise risk classification at both the portfolio and product levels across all asset classes and currencies to ensure client funds are invested appropriately. Easy Integration Our solution is cloud-based and requires very little input from the users. You can integrate it into your existing application landscape through API or access it through Temenos’ WealthSuite, where it’s already embedded. Enhanced Client Relationship Use risk metrics to generate bespoke investment proposals and engage clients with reports and insights personalized to their unique objectives and preferences. Resources Presentation Learn more Demo Video Learn more Lorem ipsum dolor Learn more Lorem ipsum dolor Learn more Request a Demo Lorem ipsum dolor sit amet, consectetur adipiscing elit. Category Award Date Business Resiliency Accreditation Builder April 2024 Sustainability Accreditation Starter April 2024 Interested in the full Hopp Tech report? Click here to buy it now. Request a Demo Related Providers Lorem ipsum Operational Efficiency We leverage modern technologies that allow us to provide risk metrics in second. They enable you to streamline the creation of investment proposals and gain traction by serving more clients. Enhanced Client Relationship Use risk metrics to generate bespoke investment proposals and engage clients with reports and insights personalized to their unique objectives and preferences. Operational Efficiency We leverage modern technologies that allow us to provide risk metrics in second. They enable you to streamline the creation of investment proposals and gain traction by serving more clients. Easy Integration Our solution is cloud-based and requires very little input from the users. You can integrate it into your existing application landscape through API or access it through Temenos’ WealthSuite, where it’s already embedded. Enhanced Client Relationship Use risk metrics to generate bespoke investment proposals and engage clients with reports and insights personalized to their unique objectives and preferences. Operational Efficiency We leverage modern technologies that allow us to provide risk metrics in second. They enable you to streamline the creation of investment proposals and gain traction by serving more clients. Resources Presentation Learn more Request a Demo
The future of banking starts here
Discover how our platform helps financial institutions navigate change, embrace new opportunities, and deliver smarter, faster banking. Together, we embrace the future of finance – Leading Banking Forward.
