Digital Reporting Software: From Branded Factsheets to Interactive Portals
In today’s data-driven financial landscape, digital reporting is no longer a luxury—it’s a necessity. NeoXam Impress empowers asset managers, asset owners, wealth managers, insurers, and service providers to deliver dynamic, interactive, and personalized investment reporting experiences that surpass static PDFs. With Impress, digital reporting becomes a strategic tool for enhancing client engagement, improving operational efficiency, and differentiating the brand.
What Is Digital Reporting?
Digital reporting refers to the delivery of investment and regulatory information through interactive, web-based formats. Unlike traditional client reporting, which focuses on static factsheets, pitchbooks, and client statements, digital reporting enables real-time data exploration, responsive design, and embedded analytics—all within a secure, white-labeled portal. NeoXam Impress offers a comprehensive digital reporting solution that combines automation, customization, and scalability. Whether you’re building dashboards for institutional clients or creating investor portals for retail audiences, Impress provides the tools to deliver high-impact digital experiences.
Interactive HTML Dashboards
Impress includes a powerful HTML builder that allows teams to design responsive dashboards using drag-and-drop components. These dashboards can be embedded into client portals or delivered as standalone microsites.
- Real-Time Data Visualization: Display allocations, performance, ESG metrics, and risk attribution with dynamic visuals
- Drill-Down Capabilities: Enable clients to explore data at multiple levels—from fund-level summaries to line-by-line breakdowns
- Custom Branding: Maintain brand consistency with customizable themes and layouts
White-Labeled Client Portals
Offer clients a seamless digital experience with Impress’s white-labeled portals. These portals are fully customizable and support secure access to reports, dashboards, and documents.
- Multi-Tenant Architecture: Scale across geographies and client segments
- Role-Based Access: Personalize views by user, region, or client type using secure access controls
- SSO Integration: Ensure secure and frictionless authentication
Embedded Analytics & Workflow Monitoring
Track how clients interact with digital content and use those insights to improve engagement.
- Built-In Analytics: Monitor usage, clicks, and engagement metrics
- Workflow Tracking: Oversee report generation, validation, and distribution in real time
- Production Monitoring Dashboards: Visualize KPIs across reporting cycles and jurisdictions
Flexible digital reporting adapted to your needs
across all formats and channels
Asset Managers
Deliver interactive fund performance dashboards to institutional clients.
Insurers
Provide policyholders with personalized digital statements and regulatory disclosures.
Service Providers
Offer digital reporting as a value-added service to clients across jurisdictions.
Impress supports multiple output formats—HTML, PDF, Excel, XML, and PowerPoint—ensuring consistency across channels while leveraging a single data source.
Why NeoXam Impress Outperforms Traditional Reporting Tools
Unified Platform
Cloud-Ready & Scalable
User-Friendly Design
Automated Workflows
Advanced Data Exploration
NeoXam Impress brings reporting into the digital age
An interactive reporting platform that empowers institutions to deliver engaging, real-time dashboards and portals tailored to client needs.
What types of reports can I produce with NeoXam Impress?
NeoXam Impress supports a wide range of digital client reporting and regulatory compliance documents, including:
- Branded investment factsheets and pitchbooks
- Custom PowerPoint and Excel reports with live data
- PRIIPs KIDs, EMTs, EPTs, and UCITS annual reports
- Interactive HTML dashboards and client web portals
Can I automate the generation and distribution of client reports?
Yes. Impress is an automated reporting platform that enables you to:
- Schedule recurring client report generation
- Trigger on-demand reporting workflows
- Distribute reports via email, CRM, or white-labeled digital reporting portals
Does Impress support multi-language and multi-jurisdictional reporting?
Absolutely. NeoXam Impress is built for global scalability:
- Produce reports in multiple languages
- Comply with regional formats and regulatory frameworks
- Manage localization for PRIIPs, MiFID, EMT, CEPT, and more
How customizable are the reporting templates in Impress?
Impress offers pixel-perfect reporting customization through:
- Branded PowerPoint/Excel templates for consistent formatting
- A no-code, drag-and-drop HTML dashboard builder
- Rule-based customization for layout, data visibility, and formats per client
Can I embed Impress reports into my existing client portal?
Yes. Impress integrates seamlessly with existing platforms:
- Embed via iFrame or web components
- Support role-based authentication and permissions
- Display interactive performance dashboards and widgets in your portal
What data sources can be integrated with Impress?
NeoXam Impress connects to internal and third-party data sources:
- Snowflake, SQL databases, and internal APIs
- Market data vendors like Bloomberg, Morningstar, FactSet
- Flat files and batch feeds (CSV, Excel)
How secure is the digital reporting portal?
Impress offers enterprise-grade security, including role-based access control, SSO integration, and audit trails. The platform supports both on-premise and cloud-native deployments, depending on your IT and compliance requirements.
Is Impress a SaaS-based investment reporting platform?
Yes. Impress is a cloud-native SaaS solution hosted on AWS:
- Scalable, multi-tenant, and license-flexible
- Supports managed service or client-hosted deployment
- Ideal for asset managers, insurers, and institutional investors