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High Performance Reporting

Flexible and Client Oriented

 

FLEXIBLE REPORTING

REPORTS CAN BE FLEXIBLY COMPILED TO INDIVIDUAL REPORT SETS.

Reports

Flexibility with ReportSets

All single reports can be compiled into individual ReportSets. In addition, these ReportSets can be enhanced with comprehensive information such as market outlook, indices and benchmarks. The result is a tailored reporting product customized to the specific needs of the user. ReportSets can be assigned to a mandate, a portfolio mail address and to a reporting frequency. Thus, for example, for different reporting dates of a portfolio, different ReportSets can be used.

Intelligent Reports

To avoid unsightly effects of "empty" report areas, the reports are enhanced with an intelligent logic. If a portfolio contains for example only fixed income funds instead of bonds, the asset structure by maturity will be suppressed to avoid an empty view. This can go as far as a complete report in the ReportSet being suppressed.

Reporting Engine

Kosmos Reporting integrates a variety of functions and applications with the following features:

  • Best-of-breed Charting Engine
  • Template-based report generator
  • WYSIWYG report generator
  • Various output formats PDF, XML, csv, etc.
  • Automatic creation of a table of contents
  • Processing via defined workflows for archiving, on demand etc.