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.