Private Reporting
WebApp for Finance & Investment
Private Reporting is a team of committed professional asset managers that envisioned a modern approach to reporting. Building a complete tool for active investors and asset managers to secure their clients’ investments.
What is Private Reporting?
Private Reporting enables asset management to be simple and secure.
Specially designed for proactive investors and wealth management specialists to fully understand how assets are performing; to lead a solid decision-making process.
How it Works
Technologies
Platforms: iOS & Tablet & Web platform
Technologies: Code Igniter, HTML, JQuery, Bootstrap, MySql, Grunt, PhantomJS, Swift, PHP7, AWS, RDS
Solution
Add your teammates
Manage your team of wealth management specialists and assess their progress
Customize your watchlist
Understand how assets are performing; to lead a solid decision-making process
Access your positions dashboard
Get a better knowledge of your positions in details
Deep-dive in your position details
The micro-view of your position helps you make the right decision
Personalized reports
Customize your report types & recurrence
Other Case Studies
