Reporting

Automate and digitize

Overview

JUMP REPORTING is a complete solution for automating customized reports dedicated to Market Finance.  
Its scalability and flexibility ensure full autonomy of business teams for the creation and modification of any report type – whether they are for Customer, Marketing, Internal or Regulatory purposes.
Fully embedded in the Front-to-Back suite, it can easily be enriched by advanced features in terms of data management, composite benchmarks, portfolio consolidation and transparency, calculation of market risk indicators and performance analysis.

Benefits 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)

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 

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