Reporting
Solution for:
- Retail Banking
- Private Banking
- Fund Management
- Brokerage House
- Family Offices
- Wealth Management
- Financial Portal
TechRules Portfolio Reporting allows a comprehensive monitoring of the client’s consolidated financial information in a fast and easy way. These customizable reports enable the clients of any institution to value in real-time the total risk of their portfolios, including in them national and international financial tools, as well as checking their degree of diversification. With this tool TechRules offers a web solution based and focused on the management of the portfolio to ensure a better analysis, which can also be easily integrated to an existing back-office system.
- Reports designer: In an easy and intuitive way you will be able to configure your reports in compliance with the corporate guidelines en institution’s requirements. You will be able to include as many charts and texts as desired as well as change them so that all of the users of that tool have access to them at the same time
- TechRules Proposals Report: The module TechRules Proposals Report generates proposals based on the specific requirements of each client. They contain relevant information, including the risk profile, the allocated model portfolio and its composition, as well as a detailed analysis of the profitability and risks of the portfolio proposed. TechRules gives them the possibility of accessing their online reports or storing them for later use
- Wealth Report: One of the services that clients from finance institutions value the most is the information that is offered to them about the evolution and state of their equity. TechRules has a wide catalogue of reports that has created for several clients with different degrees of complexity. Based on these custom-made reports TechRules has developed an equity report which is 80% standard and 20% customized by the client. Our clients also receive a complete report with detailed information about their global equities
- Portfolio Report Designer: They are detailed reports on the operations and/or transactions of a certain portfolio or group of portfolio. They include a precise monitoring of the portfolio, detailed risk analysis throughout its performance and comparisons with a model portfolio or benchmark chosen by the client
