The adi Reporting Suite is built on current object-oriented technology. It enables the rapid deployment of a powerful reporting system supporting regulatory authority reporting for investment and insurance firms, as well as monthly-, risk- and internal reporting. The high degree of automisation of such reporting further enhances the cost effectiness of our solution.
Reporting issues
Reporting focused on the needs of specific target audiences (e.g. regulatory, executive, management etc.) has become one of the key success factors for investment industry and asset managers.
To complicate matters they demand speed, flexibility and ever-increasing quality, in addition to having just an effective reporting solution.
The challenges are:
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- Multiple use of the same or similar content, using the concept of inheritance
- Efficient generation and reuse of of reports with different sources and reporting structures
- Preparation of reports in various formats (PDF, HTML, presentations etc.) and via disparate communication channels
- No special knowledge required to produce or to modify reports
Solution
The adi Reporting Suite is a powerful reporting tool based on open source technology, providing the following features:
- Definition and administration of reporting elements, independent of the delivery system
- Grouping of objects (including external files) into Reporting books
- Generation of reports, each with its own layout style
- An extensive selection of filter functions
- Preparation and distribution of reports – either manually or automatically
- Central maintenance of reporting elements
- Object oriented definition for customer specific customisation
Object oriented techniques employed in the reporting suite increase the cost effective use of reporting objects and subsequent maintenance. Examples of the functionality provided are: multi-language, regulatory / legal specifc designs, high volume reporting, mass printing facilities and internet portal-ready implementations.
Ideal Combination
With the adi WebPortal adept consult provides a standalone, integrated reporting solution. This combination produces specialist and technically rounded solutions for comprehensive reporting (internal and external), enabling each user group to produce independent and individualised modifications, very simply.
The adi Reporting Suite, with its range of pre-defined components, satisfy known requirements of the investment industry with regards to information processing and security, as well as the display of report output.
The adi WebPortal is fully integrated into information logistics, enabling simplified and cost effective development and operation. Flexible yet powerful configuration options makes it an ideal system for customer- and management-oriented reporting.
Our partner Actuate delivers expert building blocks for high performance output with their XML based products. Features such as mass mailing, ad hoc reporting and reporting portals can easily be automated. The combination of asset data integrator®, adi Reporting Suite and Actuate’s solutions enables the widest variety of reporting requirements to be met.
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