Tag: Report Genneration

How InvestSuite are using algorithms to make reports clearer

Posted by Adam Flowers | Jun 14, 2021 | Artificial Intelligence, Insights, Investment, Report Generation Software, Smart Systems, System Review |

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How the OPAL Planning tool helps achieve client goals

Posted by Adam Flowers | Apr 28, 2021 | Cash Flow Modelling, Insights, Portfolio Analysis, Portfolio Rebalancing, Retirement Planners, Risk Profiling, System Review |

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Rapid Reviewer: Making MiFID II reporting requirements easier

Posted by Robert Quartey | May 8, 2019 | Investment, Report Generation Software |

With the not so new reporting requirements triggered as a result of MiFID II leading to an...

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