Create ad hoc reports in seconds.

Ad hoc reporting

Advisor and Operations teams often spend hours building similar, one-off reports for different customers. PureReports lets your teams spend their time more productively by generating personalized reports on the fly in seconds.

Key benefits and features:

Manage report content

Generate reports tailored for your stakeholder. Select only the data and content you want to be displayed.

Sophisticated customer-facing reports

Incorporate your personalized branding for a consistent look and feel across all reporting.

Large library of reports

Choose from 23 fully configurable reports for management, advisor and customer reports.