Reporting
Automate and digitize
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
