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Clients & Reporting | Floodlight Investing
 

Clients & Reporting

Floodlight is built around helping you serve your clients better.
Deliver sharp reporting.  Even allow certain clients to log in.

 
Customised & Flexible Reporting

Floodlight is built around helping you serve your clients.

Floodlight has sophisticated reporting functionality, helping you build reports that are clear, good-looking and impressive.

  • Customise reports to include exactly the information you want
  • Pre-built templates allow reports to be built in seconds
  • Reports can range from just 1 page to over 100 pages
  • Export reports as PDF or Excel documents
  • White-label reports so that they show your company's name

Sample reports

Click to see a sample simple report or a comprehensive report.

You can also see reports showcasing the features of each of the main modules: ConstructAnalyseAdvanced AnalysisUnderstand and Invest.

 
  Flexible reporting solutions
 
 
Engage clients: Let them log in!
Allow clients that have an appetite to get involved, learn and understand more to log in with their own accounts.

By showing them a simplified view of the application, your clients can experiment with risk-return trade-offs directly, leaving them more confident and comfortable in your recommendations.

This can even save you time: They can complete a risk-assessment questionnaire online. This will then automatically update in your account.

 

 

 
  Let clients log in
 
 
Tailor Floodlight to your needs

Make Floodlight your own:

  • Set your own capital market assumptions, with different asset class forecasts.
  • Add your favourite products to the extensive existing database.
  • Create your own product 'palettes' consisting of your most commonly-used funds to create complete portfolios in just a few clicks.
  • Define your own Model Portfolios. These 'blueprints' allow you to quickly load and compare allocations.
  • White-label reports, allowing you to easily produce impressive reports showing your own company's name.
...and if you'd like to customise Floodlight to your organisation's needs in any other way, please let us know.