TRUE FAMILY OFFICE MANAGEMENT  

Custom Reporting

Aristata Client Reporting integrates Microsoft Office SharePoint Services and Microsoft SQL Reporting Services 2008 to provide offices a robust reporting platform designed to support a wide variety of reporting needs, including managed reporting, ad-hoc reporting, embedded reporting, and Web-based reporting, to enable offices to tailor, manage, and deliver relevant custom client reports using any data from a wide range of data sources.

 

 


KEY BENEFITS
Advanced report creation - leverage powerful design tools to author reports accommodating any reporting need and provide clients with interactive, personalized, and relevant reports.
Central manageability - handle all report management, processing, and delivery from one central location, providing increased consistency and improved performance throughout the reporting process.
Scalable, automated delivery - automate effective delivery of real-time information that helps relationship managers make better business decisions and provide better service to the client.
CUSTOM REPORTING COMPONENTS
Report Management and Delivery - Aristata leverages report scheduling and automation capabilities, including report approval workflow. Upon completion, Aristata Client Reporting produces reports in print-ready format that can be published to multiple formats. Additionally, the published report is automatically saved into the appropriate Aristata document library removing the need for an additional step to load the report manually.