Reporting and Web Access

1// Overview

Reporting can be very time consuming when you are not properly equipped and is also a key element in your corporate identity.

Our Web module allows clients to access their account at any time even performing transactions when required.

The same module can be used for external advisers being on the road.

2// Main features

  • Multi-account consolidated views
  • Customized reporting with own labels and colors
  • Level of details on request
  • Mass-reporting allows to automate the production of reports and the sending by emails
  • Web module accessible anywhere from any PC, tablet or smartphone