INDATA’s Architect AI Reporting uses Microsoft Power BI for easy data interrogation and reporting without extensive resources or technical expertise. It’s web-based and requires no installation or in-house programming.
Additionally, by automating and streamlining manual processes, INDATA’s BI reporting helps wealth management firms increase accuracy, save time, and build trust with clients.
Microsoft Power BI Reporting
Architect AI Reporting includes a full set of BI reports that utilize Microsoft Power BI. INDATA’s powerful BI report builder allows the easy creation of customizable interactive reports/visualizations/dashboards integrating sophisticated graphics, including internal analytical reports and external reporting for investor presentations.
Fully integrate data from available sources, including historical information for complete enterprise reporting for positions, transactions, attribution, and other key investment data. Customize reports in seconds with Excel-like functionality. Integrate data sources on-the-fly and have your firm’s enterprise data at your fingertips to empower users throughout your firm.