INDATA’s Architect AI Reporting uses fully integrated Microsoft Power BI for easy data integration and reporting. With this advanced software tool, firms don’t need 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 use Microsoft Power BI. INDATA’s powerful BI report builder allows the easy creation of customizable interactive reports, visualizations, and dashboards. Users view sophisticated graphics, including internal analytical reports and external reporting for investor presentations.
BI reporting allows for a complete integration of data from available sources, including historical information for comprehensive enterprise reporting for positions, transactions, attribution, and other investment data. Customize reports in seconds with Excel-like functionality. Integrate data sources on the fly and access data quickly to empower users throughout the organization.