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Reporting

Automate and digitize

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Jump Technology Platform overview Front-to-Back

Features of the solution

INTUITIVE DESIGN

Benefit from a library of dozens of pre-configured report items that are widely used in Asset Management. Remain in a familiar and controlled environment by creating your own templates directly in the Microsoft Office format (Word, Excel, Powerpoint)

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FOR ALL PURPOSES, EITHER TRADITIONAL OR DIGITAL

Benefit from a solution capable of producing all types of reporting: Sales, Marketing, Internal and Regulatory. Digitize your customer and partner relationship by completing your reporting offer with a personalized web portal

MULTI-INPUT, MULTI-OUTPUT

Easily build your multi-source reporting by relying on a flexible and powerful data loading engine. Produce your reports in the adapted format – Word, Excel, Powerpoint, PDF, .csv, .txt

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DATA MANAGEMENT

Customize your data repository with no limit and automate data quality control – presence, uniqueness, consistency and compliance of data – upstream of reporting production by leveraging customized workflows

RATIONALISATION AND REUSE

Create intelligent and conditional report templates in order to streamline the number of templates and benefit from common “bricks” and dedicated “bricks”

PRODUCTION MONITORING

Monitor in real time the production cycle of reporting thanks to customized dashboards and a shared workflow system

INTUITIVE DESIGN

Benefit from a library of dozens of pre-configured report items that are widely used in Asset Management. Remain in a familiar and controlled environment by creating your own templates directly in the Microsoft Office format (Word, Excel, Powerpoint)

MULTI-INPUT, MULTI-OUTPUT

Easily build your multi-source reporting by relying on a flexible and powerful data loading engine. Produce your reports in the adapted format – Word, Excel, Powerpoint, PDF, .csv, .txt

RATIONALISATION AND REUSE

Create intelligent and conditional report templates in order to streamline the number of templates and benefit from common “bricks” and dedicated “bricks”

FOR ALL PURPOSES, EITHER TRADITIONAL OR DIGITAL

Benefit from a solution capable of producing all types of reporting: Sales, Marketing, Internal and Regulatory. Digitize your customer and partner relationship by completing your reporting offer with a personalized web portal

DATA MANAGEMENT

Customize your data repository with no limit and automate data quality control – presence, uniqueness, consistency and compliance of data – upstream of reporting production by leveraging customized workflows

PRODUCTION MONITORING

Monitor in real time the production cycle of reporting thanks to customized dashboards and a shared workflow system

Main features

INTUITIVE DESIGN

Multilingual, multi-channel, multi-format
Built-in assistance mode
Library of pre-configured charts and tables
Ease of use, user-friendly interface

DATA MANAGEMENT

Unlimited addition of new fields and customized classifications
Quality and data consistency controls
Fine-tuning management of access rights
Audit trail

AUTOMATION

Report validation workflow
Report generation scheduling
Dashboards of production monitoring

SUITED TO THE NEEDS

Customizable template and layout
Internal reports
Sales and marketing reports
Regulatory reports

BUSINESS INTELLIGENCE

Data analysis in drill-down, drill-up, slice & dice, drill through
Simplification of analysis
Intuitive navigation

WEB PORTAL

Innovative web-based architecture with pre-configured widgets
Public website
Personalized customer extranet
Mobility: tablet, smartphone

Jump Technology Platform overview Front-to-Back

Jump Technology Platform overview Front-to-Back multi device

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Why did they choose Jump Technology ?

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Alan Menard

Head of Reporting at Groupama

A strong partnership with JUMP (...) an agile and modern solution, in a standardized software package but fully adapted to our needs.

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Vincent Rasclard

Managing Director of Rothschild & Co Asset Management Europe

We wanted a long-lasting multi-channel Saas digital solution

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Alexandre Lengereau

President and Cofounder of Amadeis

The richness of its Reporting features, as well as its capacity to cover other needs (data management, performance calculation, retrocessions, etc.), were what made JUMP stand out compared to other Reporting solutions on the market.

See all client testimonials