The advisor will formalise his analysis and offer advice through reports. However, there is often a big gap between the low (visual) quality of these reports and the high added value of their content. In addition, these reports take a considerable amount of time to be completed, often using Excel or Powerpoint, and are prone to multiple errors. As a result, they greatly reduce the added value of the service, as perceived by the client, and are therefore little read.
The drag-and-drop design tool allows you to build typical report structures, define their content and layout.
Apply the report format of your choice for the client. Data, charts and tables will be automatically adjusted.
Share the report branded with your logo and identity with the client as a PDF file or online report.
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