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.