Sophisticated and Customizable Mobile, Web-Based Investment Reporting Solution
Report Manager is a web and mobile-based dashboard offering a consolidated reporting portal for fast access to information on portfolio activity, investments, P&L and exposure.Tightly integrated with Analytics Master, Broadridge’s flagship reporting data warehouse and reconciliation solution, Report Manager provides fund administrators and hedge fund clients access to key portfolio data in a single view.
Leverage customizable dashboards comprised of configurable ‘widgets’ that include eye-catching, interactive charts and data grids, with full drill-down capabilities. Plus, take advantage of our web, mobile or tablet based functionality providing immediate access to critical business information.
- Widget-Based Dashboard - drag and drop widgets into named dashboards
- Custom Reporting - intuitive interface for creation of chart and grid widgets
- Flexible File Formats - output to various formats, including Excel, PDF, CSV, Word, XML
- Multi-Level Drilldown - dynamic drilldown through multiple data levels for both grid and chart data
- Common Parameters - dashboard-level consolidation of report parameters across multiple widgets
- Presentation Ready Reporting - generate printable PDF documents comprising several charts and summary data tables
- Provides instant access to critical business information
- Enables investment reporting dashboards to be viewed on mobile devices and tablets
- Allows users to create printable reports combining several summary-level tables and charts in a single PDF document.