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Dashboard: User Intuitive customizable dashboard with drag and drop ability, gives user insights of their data and allows them to do analysis in a single screen.
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At a glance, a huge amount of information is conveyed through visualization of the underlying data.
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Workflow:Empowers you to perform a comprehensive Audit Log with a single click.
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Track every activity in a single step using people’s view/timeline view in Threads option.
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Report: Design pixel perfect reports right inside your favorite Ms Word and Excel.
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These Report Templates can be packaged, scheduled for report generation, distributed automatically via email for any time period and portfolio.
Product Description
About this Product
is a real-time report creation and distribution solution:
- Design pixel perfect reports using MS Word and Excel.
- Reporting Portal that automates entire Business Workflow.
- High Security document vault with, accessible anytime anywhere.
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About Hexaview Technologies, Inc.
Since our establishment in 2010, Hexaview has thrived upon the idea of finding creative, scalable and superior quality technology solutions to critical business needs and accomplished headway through Reporting automation tool ReportWa. Over these years we have plugged in various technology gaps in the wealth management Industry and tried to simplify the work lives of advisors. With the belief that leveraging technology could potentially boost our clients' businesses significantly, we are ever-ready to enable and enhance processes and develop new products. From day one, we have been committed to delivering excellence to our clients with the objective of being partners to them in their success and growth.We flourish with our guidelines of trust and honesty and are resolved to value our relationships and promises.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.