Smarter Client Reporting for Financial Institutions
NeoXam Impress empowers financial institutions to deliver pixel-perfect reports, tailored factsheets, and interactive dashboards that elevate client communication and operational efficiency.
Why Modern Client Reporting Needs a Rethink
Today’s clients expect more than static PDFs. They demand timely, personalised, and visually engaging reports that reflect their investment strategy and performance. Yet, many firms still rely on manual processes, siloed systems, and rigid templates, resulting in delays, inconsistencies, and missed opportunities. NeoXam Impress addresses these challenges head-on by offering a unified platform for client reporting that combines automation, flexibility, and design precision.
Factsheets & Pitchbooks
Impress simplifies the creation of branded, compliant, and multilingual reports at scale. With seamless integration into Microsoft Office tools, teams can generate dynamic factsheets, pitchbooks, client statements, and periodic reports directly from live data using Excel and PowerPoint add-ins.
- PowerPoint & Excel Integration: Automate the creation of branded materials with real-time data.
- Multilingual & Regulatory-Ready: Produce compliant documents across multiple jurisdictions.
- Design Flexibility: Maintain brand consistency with customizable templates that allow for seamless updates.
- Templating Engine: Reusable, easy-to-maintain templates tailored to client preferences.
With Impress, we reduced factsheet production time by over 60% while improving visual quality and consistency.
Clients can view allocations, contributions, and performance metrics in real time, with no need for technical skills or manual data manipulation.
Interactive Dashboards & Portals
Impress simplifies the creation of branded, compliant, and multilingual reports at scale. With seamless integration into Microsoft Office tools, teams can generate dynamic factsheets, pitchbooks, client statements, and periodic reports directly from live data using Excel and PowerPoint add-ins.
- HTML Builder: Design interactive dashboards with drag-and-drop widgets.
- White-Labeled Portal: Offer clients a secure, branded experience.
- Responsive Design: Compatible across devices and browsers.
- Embeddable Widgets: Integrate dashboards into existing web environments.
Customized Reports
Every client is unique. Impress allows you to tailor reports using business rules, preferences, and data-driven logic.
- PowerPoint & Excel Integration: Automate the creation of branded materials with real-time data.
- Multilingual & Regulatory-Ready: Produce compliant documents across multiple jurisdictions.
- Design Flexibility: Maintain brand consistency with customizable templates that allow for seamless updates.
- Templating Engine: Reusable, easy-to-maintain templates tailored to client preferences.
Impress supports high-volume reporting and multi-jurisdictional compliance, making it ideal for firms managing global portfolios.
Real Benefits for Real Teams
NeoXam Impress delivers tangible value across departments, empowering both business users and technical teams to streamline and scale their client reporting processes.
For Business & Marketing Teams
- Design branded templates without relying on IT
- Personalize client reports quickly and efficiently
- Gain insights through built-in analytics and workflow tracking
For IT & Operations
- Reduce manual errors with embedded data quality controls
- Scale effortlessly with a multi-tenant architecture
- Choose flexible deployment: on-premise or cloud-native SaaS
Why Choose NeoXam Impress?
Supports over 10,000 funds across 20+ countries
Cuts report production time by over 60% with automated workflows
Ensures compliance with PRIIPs, EMT, EPT, and other regulations
Scales from boutique firms to global institutions
Offers Reporting-as-a-Service (RaaS) for full-service delivery
Seamlessly integrates with major platforms like Snowflake, Salesforce, and FactSet
About Impress Client Reporting
The platform meets both regulatory reporting and client-facing document needs.
What types of reports can I generate with Impress?
With NeoXam Impress, you can automate the creation of:
- Fund factsheets and regulatory disclosures
- Portfolio and benchmark performance summaries
- Custom-branded PowerPoint pitchbooks
- Personalized client investment reports in PDF, Excel, or HTML
Live data powers all reports and can be localized for different regions.
How does Impress ensure accuracy and data integrity?
Impress includes document-level data quality controls, validation rules, and real-time error checks.
Does Impress integrate with existing data sources and tools?
Yes. Impress supports seamless data integration from:
- Market data providers like Bloomberg, Morningstar, FactSet
- Cloud data warehouses like Snowflake
- Internal databases, APIs, and CSV data pipelines
It also integrates with reporting tools and CRM platforms, such as Salesforce and Microsoft Dynamics.
Can Impress Client Reporting Software run in the cloud?
Absolutely. Impress is available both as:
- A SaaS reporting platform with multi-tenant support
- An on-premise deployment for institutions with data sovereignty requirements
Does Impress support multi-language client reporting?
Yes. Impress enables the creation of multi-language reports, allowing global firms to:
- Serve multilingual client bases
- Produce reports in French, German, Spanish, Chinese, and more
- Automate language-specific report templates
What are the top benefits of Impress Client Reporting Software?
Key advantages include:
- End-to-end automated reporting workflows
- Faster production of personalized client documents
- Improved governance through data validation and version control
- Enhanced engagement with interactive, branded outputs
These features make Impress a leading solution for automating financial client reporting.