Portfolio reporting dashboard showing investment committee reports and asset-level data in Built
Portfolio Reporting

Simplify & Speed Up Your Portfolio Reporting

Get a holistic view of everything going on in your portfolio so that you can maximize ROI by saving time and reducing friction.

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Portfolio reporting: Gain insights without digging
through Excel models.

With a cloud-based system for managing all relevant deal information, users can clearly and easily highlight concentrated risks and decrease charge-off and provision allowance, in addition to decreasing the internal burden of regulatory compliance.

Aggregate asset level data to gain a holistic picture of your portfolio.

Integrate Existing Data

Plug into your existing asset and portfolio models with a streamlined integration.

Highlight Risk

Expose risk faster and more accurately across the portfolio with automated reporting.

Automate Reporting

Reduce time spent on Investment Committee and QASR Reports.

Pull portfolio & asset 
level reports in seconds.

Simplify Reports

Generate customizable earnings and investment committee reports directly in your existing Excel or Word documents in a few clicks.

Generate with Templates

Leverage customized templates for specific reports, including: Quarterly Asset Summary Reports, Investment Committee Memos, Regulatory Reports, and more.

Are you ready for powerful financial tools for your business?

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