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Reporting Engine

Opturo offers two custom reporting solutions, a web-based report template generator and an API-based report builder. This next generation reporting engine allows clients to create and share dynamic reports using any business data, whether it is performance, attribution, or risk, as well as corporate financial or marketing data.

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Understanding Reporting Engine

Opturo offers two custom reporting solutions, a web-based report template generator and an API-based report builder.

Envision

The Opturo Envision reporting engine offers interactive visualization focused on customized business intelligence. Envision can source any data to address real world business challenges, whether related to performance and attribution, composite management, marketing or financial reporting. 

Reports can be created and distributed to any recipient via an encrypted HTML file using any major web browser. Report generation and distribution can be automated or performed on an ad hoc basis. Opturo users may exercise complete control over which visualization tools and settings are made available to report recipients. Complete data transparency enables the Envision engine to offer multi-layered report creation, which leverages the dynamic and interactive functionality. Report recipients are able to “drill down” through reports and enhance their understanding of information.

Custom Reporting

The Opturo platform allows users to export data to a custom output source. It can be leveraged to export analysis data to a customized report. Custom reports can be created and integrated within the platform in order to automate generation and distribution. For example, performance data generated by the Performance Attribution module can be exported to a custom Excel, PDF or HTML report, and then distributed automatically to the email boxes of each member of an investment team.

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Reporting Engine Benefits

As part of the ODIN Platform Reporting Engine adds the following advantages to your systems.

  • End-to-End Automation

    Automate the creation and distribution of interactive Envision reports and share them with anyone with access to any major internet browser.

  • Data Agnostic

    Use the Envision reporting engine to provide interactive visualization for any data set, whether it be marketing, regulatory/compliance or financial.

  • User Control

    Opturo’s clients retain full control over the specific visualization tools and settings available to report recipients.

  • Problem Solving

    Envision’s flexibility allows users to address real world business reporting challenges, which can range from reporting financial information to a board of directors, to sharing performance data with clients.

  • Product Development

    Opturo’s culture of innovation results in regular Envision enhancements and the ability and willingness to add visualization functionality as client needs evolve.

  • Drill-Down Graphics

    Create reports which allow recipients to intuitively interact via cascading drill-down data across a broad spectrum of visualization tools.

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Explore More Platform Features

As part of the ODIN Platform Reporting Engine adds the following advantages to your systems.

ODIN PLATFORM

The Ultimate All-in-One Data Processing Engine

ODIN delivers everything you need in a single, powerful package—blazing-fast suite. While other solutions offer fragments of these capabilities, only ODIN brings them all together in one complete, scalable, and fully configurable system.

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    • Highly Customizable Configuration
    • Rapid Data Processing
    • Extensive Data Integration Capabilities
    • On-Premises and Cloud Deployment
    • No-Code & Low-Code Data Processing
    • Advanced Data Transformation Functions
    • High Scalability
    • Multi-Format Data Output
    • Rule-Based Workflow Automation
    • Auditing & Traceability
    • API & Programmatic Access
    • Security & Data Governance
    • Financial Industry Optimized
    • Real-Time & Batch Processing
    • Stability & Reliability
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