Advanced Charting & Automated Reporting for Financial Excellence
Eliminate manual reporting bottlenecks with advanced charting and automated reporting tools that deliver professional-grade analytics in minutes, not hours. Our solutions transform complex financial data into compelling visual stories while ensuring regulatory compliance, freeing your team for higher-value tasks.
- Reduce report preparation time by 90%
- Generate compliance-ready reports with confidence
- Access 200+ technical indicators and custom visualizations
- Cater to compliance teams, analysts, and portfolio managers
Professional-Grade Charting for Every Analysis Need
Technical Analysis Charts
Access over 200 technical indicators, custom overlays, and multi-timeframe analysis for in-depth market studies. From moving averages to Bollinger Bands, every tool you need is at your fingertips.
Performance & Attribution Charts
Evaluate risk-adjusted returns, perform benchmark comparisons, and conduct detailed attribution analysis to understand portfolio drivers and optimize strategies.
Risk Visualization & Stress Testing
Visualize Value-at-Risk (VaR) analysis, conduct real-time stress testing, and generate comprehensive correlation matrices to identify and mitigate potential risks.
Portfolio Allocation & Distribution
Gain insights into asset allocation, sector analysis, and geographic distribution with dynamic portfolio charts designed for clarity and strategic decision-making.
Compliance & Limit Monitoring
Monitor investment limits, track potential violations, and generate auditable trails with charts designed specifically for regulatory oversight and compliance reporting.
Executive Dashboards & KPIs
Create high-level dashboards with key performance indicators, trend analysis, and summary metrics for executive reporting and strategic overviews.
Intelligent Automation for Effortless Report Generation
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Schedule Automation
Set up daily, weekly, or monthly report deliveries automatically to designated stakeholders, ensuring timely and consistent information flow without manual intervention.
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Professional Template Engine
Utilize a robust template engine to maintain consistent branding, layout, and data presentation across all reports, ensuring a professional appearance every time.
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Seamless Data Integration
Automate data collection from disparate sources, including internal systems, market data feeds, and third-party APIs, consolidating everything for comprehensive reporting.
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Custom Calculation & Metrics
Incorporate automated custom calculations, financial ratios, and performance indicators directly into your reports, providing deeper insights without manual computation.
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Secure Distribution Management
Manage report distribution securely with role-based access controls, ensuring that sensitive information reaches only authorized personnel.
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Version Control & Audit Trails
Maintain complete audit trails and historical archives of all generated reports, crucial for compliance, internal review, and long-term record-keeping.
Regulatory Compliance Made Simple
Build Reports That Match Your Exact Requirements
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Intuitive Drag-and-Drop Builder
Visually design reports using a drag-and-drop interface with a library of pre-built components, charts, and tables, no coding required.
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Custom Branding Integration
Reinforce your brand identity by applying company logos, specific color palettes, and professional styling to all generated reports.
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Flexible Layouts & Structure
Create multi-page reports, concise executive summaries, or detailed appendices with complete control over layout and content flow tailored to your needs.
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Interactive Report Elements
Enhance report utility with clickable charts, drill-down capabilities for granular data, and interactive filtering options for dynamic analysis.
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Multiple Export Formats
Export reports in various formats, including PDF, Excel, PowerPoint, and web-based sharing links, for seamless distribution and presentation.
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Mobile-Optimized Viewing
Ensure your reports maintain their professional appearance and readability on any device, from desktops to tablets and smartphones.
Calculate Time Savings with Automated Reporting
Discover the tangible benefits of automating your financial reporting. Enter your current metrics below to see your potential time and cost savings.
Your Potential Savings:
Monthly Time Saved: hours
Monthly Cost Reduction:
Annual Cost Reduction:
These calculations are estimates. Automation can also reduce audit costs and potential compliance penalties.
Professional Reports That Impress Clients and Regulators
Comprehensive Portfolio Performance
Deliver detailed client statements with clear attribution analysis, risk metrics, and performance overviews that build trust and engagement.
In-Depth Risk Assessment
Provide robust reports outlining stress testing results, VaR, and other critical risk factors, reassuring clients and meeting regulatory expectations.
Regulatory Compliance & Audit Preparedness
Generate flawless reports for regulatory filings and audit documentation, ensuring your firm remains compliant and prepared for scrutiny.
"Charting Compass's automated reporting transformed our compliance workflow. What used to take days now takes minutes, with unparalleled accuracy. Our auditors are consistently impressed."
Transform Your Reporting Process Today
Ready to revolutionize your financial analytics and reporting? Let's discuss how Charting Compass can tailor a solution specifically for your enterprise.