Publish | Deliver
Report Studio: Branded Report Builder
Your front-end for producing beautiful, branded, client-ready reports — fast and seamless.
Front office · Marketing, sales & distribution teams
Publish | Deliver. Every report goes out pixel-perfect and fully branded — as a print-ready PDF, a protected link, or a live embed. A publishing layer polished enough to stand on its own in front of clients.
Design Layer
Print-quality, on-brand, every time. Every report renders to a pixel-perfect, print-quality standard — branded per entity — polished enough to serve as a standalone front-end publishing system.
- Pixel Perfect LayoutEvery element aligned to the point — no manual tweaking after generation.
- Brands/ThemesApply a firm's or entity's brand kit — colors, fonts, logos — across every report.
- WYSIWYG EditorEdit the actual report layout visually, no code or templates required.
- Print Quality PDFExport at print resolution, ready for mailing or signing.
- Digital/HTMLRender as a responsive page for on-screen viewing and embeds.
- Client-Branded ReportingReport on behalf of each underlying client in their own brand — no shared template, no manual re-skinning.
Distribution Hub
One report, or the whole book, in one pass. Deliver on demand or on a schedule — a single report or an entire book of them, in one action.
- Share & PublishPush a finished report live in one action, recipients always pull the latest version.
- PDF & PrintGenerate the same report as a downloadable or mailable PDF.
- Bulk ActionsPublish or update an entire book of reports in a single pass.
- Encrypted LinksShare via a link that's encrypted end-to-end, no login required.
Commentary Desk
The story behind the numbers. The investment story behind the numbers — written firm-wide or portfolio by portfolio. Draft it manually or with AI assistance; either way, nothing ships without review.
- AI Assisted or ManualDraft by hand, or let AI generate a first pass from the data.
- Investment NarrativesPerformance, positioning, and market context in plain language — firm-wide or per portfolio.
- Review & ApprovalRoute drafts through a review chain before anything ships.
- Disclosures & TextAttach required legal and compliance language automatically.
Before Quant Reports
- Template Systems
Teams juggle Excel/Word, off-brand
Always on-brand, customise once, reuse forever.
- Team Workspace
Manual updates, no live link to data
Roles, access, and collaboration all in one place
- Data Visualisation
Static charts, manual refresh
Live, interactive visuals that clients instantly get
- Ready Output
Costly handoffs, slow design cycles
One-click export to digital or print
- Commentary
Copy-paste notes, never synced to data
Drop insights straight into reports for clarity and impact
Fund Factsheets
Create polished, compliant, and fully branded factsheets in minutes. Automate performance data and deliver investor-ready reports with ease.
Fund factsheetsWhite-label reports
With flexible templates and styling, every output reflects your identity and builds trust with clients.
White-label brandingPlatform architecture
Design-quality output, minus the grind
Build once, reuse everywhere—cut rework, keep branding tight, and move faster.