The company said that Reports 360° would help financial advisers by leveraging system-wide data and simplifying customizations.
Reports 360° would provide clients with one reporting function that pulls data and information from the entire Solution 360° platform, including portfolio management, financial planning and customer relationship management (CRM), the company claims.
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Apart from enabling advisors to customize report format, overall layout and content to fit their specific needs, Reports 360° will also facilitate common tasks such as hiding, adding and moving columns right from the advisors browsers.
John Philpott, CEO of IAS remarked, "Reports 360° delivers functionality unavailable elsewhere on the market due to the integrated structure of the IAS platform."
"Advisors no longer need to spend significant time on running reports from each individual system and then compiling the data for client presentation. Reports 360° truly leverages the benefits of IAS’s single database design and consolidated approach to wealth management technology," he added.
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