Many independent advisors are using excel spreadsheets with macros enabled and other functionalities to perform calculations, forecasting and use the results generated.
HexaView has the expertise to:
Integrate existing excel spread sheets with other systems such as portfolio accounting, CRM systems so that Advisors don’t have to waste their time in copying data which is extremely error prone.
Ability to integrate results generated in excel spreadsheet with the front end for the clients to view themselves or letting advisors showcase the same information to their clients in much easier representable format over the web or iPad/tablet.
Therefore providing end to end solutions without modifying the advisor core tools for planning & forecasting.
HexaView capabilities you can take advantage of:
Low cost reporting solutions
Ready to use HTML5 based charting library
Converting your existing excel spreadsheets into web based system.
Customize standard APX reports
Creating new SSRS Reports /customizing existing SSRS reports
Cloud based customization, optimization & deployment