WSO Advanced Reporting

Quickly create custom portfolio reports for targeted assessment and compliance analysis

The WSO Advanced Reporting solution enables users to create custom reports and extracts with granular scheduling and publishing options. Users can manipulate views for immediate feedback and efficient financial data assessments. Create custom reports in real time and extract data from standard or custom fields and calculations.

Key benefits:

  • Customization – Use the report wizard with to easily create new reports or edit existing reports
  • Flexibility – Organize reports into various groups each with custom settings
  • Versatility for distribution – Efficiently and quickly handle batch emailing for your predefined recipients lists or publish to a web server with HTML table contents
  • Automated reports – Choose to predetermine settings or schedules to run and distribute automatically


  • Asset managers
  • Private equity
  • Hedge funds
  • Banks
  • Insurance agencies

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