SECURE CLIENT REPORTING

Transform Your Client Reporting Experience with ConnectReport: Embeddable, Scalable, Unmatched

Best-in-class reporting software tailored to your client interaction experience. Deliver a secure client reporting experience under your brand. White-labelable, embeddable, and scalable, ConnectReport reduces costs and time to implementation while adding 360º oversight and complete flexibility to integrate with any application.

65% lower
development costs

73% lower
maintenance costs

5x faster
delivery

Lead the way with a differentiated client experience

Deliver Insights to Customers

Automate client reporting and empower clients with tailored insights and personalized views

On-Brand

Maintain your brand imagery throughout the entire client experience

Streamlined Workflows

Empower your clients and meet the demands of any workflow. Shrink reporting cycles and effort.

Scheduled or event-based reports

Deliver reports in response to events in your wider system or on a recurring schedule

Maintain compliance

Confidently meet requirements while maintaining security and industry compliance

Integrate with existing security fabric

Inherit permissioning already defined in your data system or IDP user attributes.

Deliver reliable reporting with confidence

No Code Report Design

Break down IT bottlenecks and build reports using drag and drop, familiar editor to achieve any layout

Seamless Integration

Deliver a fully embedded and customized experience integrated with any application

360º Oversight

Track all user activity and maintain an audit trail of all interactions

Automatic Pagination

Content and sections automatically break across pages for exporting to print formats

Bank-Grade Security

ConnectReport was built with the world’s most security-focused industries in mind, across financial services, healthcare and technology

Enterprise Scalability

Handle any workload through advanced multi-CPU core and concurrent processing. Monitor and manage at any scale.

Open Platform

Every customer has different needs, preferred workflows and goals. ConnectReport provides a platform that is specifically designed for configuration and customization through its extensibility, while sitting on top of a secure, scalable, and easy to manage core product. The many approaches to reporting we support are all powered by a single codebase.