Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Established in 2006, Hemonto is a Danish FinTech that specializes in providing independent and comprehensive wealth reporting through a digital platform alongside a team of expert advisors. With an impressive oversight of more than USD 55 billion and managing assets that exceed USD 10 million per client, the company processes a vast number of transactions each year to produce accurate, reconciled accounts, performance metrics, risk assessments, ESG reports, insights into private equity, and continuous monitoring, all presented within a customizable interface. Acting as a fully independent advisor, Hemonto consolidates data from various custodians, banks, portfolios, currencies, and asset types, applies objective quality controls, and identifies any discrepancies to maintain transparency, compliance, and timely reporting. The firm’s dynamic reporting dashboard, accessible on both web and mobile platforms, enhances the wealth management experience by allowing personalized oversight, direct integration with BI tools, and ongoing support from a dedicated team for reporting setup and management. This commitment to innovation and client-centric service positions Hemonto as a leader in the wealth reporting space.
Description
Create an endless number of professional reports independently with our rule-based automation system that facilitates the publication and distribution of reports while ensuring they are archived for compliance purposes. Are you overwhelmed by last-minute report modifications or spending months preparing a new performance report? The process of generating and modifying reports can be incredibly frustrating, often dragging on for days and relying on complex, expensive report-writing tools. If you find yourself stressed by managing vast amounts of sensitive data or facing issues with data inconsistency, you're not alone. While distributing reports may seem straightforward, confirming that the data is accurately set up requires significant time and effort. During audits, all other tasks come to a standstill, and the pressure of SEC/FINRA audits can be immense. Additionally, crucial documents intended for clients can easily become lost in emails or files when audits arise. In wealth management, especially for financial advisors, enhancing client experience and communication ranks just below the quality of advice, making effective reporting essential. Our comprehensive wealth management reporting software, "Reportwa," is designed specifically for advisors, streamlining the reporting process and improving overall efficiency. With Reportwa, you can finally reclaim your time and focus on what truly matters: providing exceptional service to your clients.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
No
Microsoft Excel
No
Microsoft Word
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Hemonto
Founded
2006
Country
Denmark
Website
www.hemonto.com
Vendor Details
Company Name
Hexaview
Country
United States
Website
www.reportwa.com
Product Features
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No