Report Builder, a component of Risk Shell analytics, is a dedicated investment reporting SaaS application designed for alternative investments, hedge funds, family offices, fund of funds and multi-asset portfolios. It automates and streamlines middle- and back-office workflows yet provides sophisticated tools for hedge fund marketers. Being integrated with the Risk Shell platform, it offers virtually unlimited customization of investment reports, fact sheets and marketing materials (example A, example B, Example C).
Fund Reports
- Unlimited report customization by end-users
- Full control of report layouts, page formats, charts, tables, contents and graphic elements
- High quality of generated reports, comparable with professional publishing platforms
- A broad range of customized and branded investment reports - from fact sheets to sophisticated analytical reports
- Hundreds of risk studies including factor analysis, stress testing, peer group analysis and many more
- A simple, intuitive workflow - creating a new fact sheet template takes about 20 min
- One-click report generation
- An all-in-one tool to facilitate marketing, fund raising, routine and regulatory reporting, compliance and investment management
Family Office Reporting
- A holistic view of accounts, portfolios, asset allocations, strategy exposures, and transactions
- Specific reporting functions for alternative investments, for example, Liquidity Ladder Charts
- Aggregated reports for holding- and master-portfolios
- Historical reports of accounts, cash positions, and cashflows
Hedge Fund Marketing
- Multi-statistic Peer Group Analysis and Peer Stress Testing reports to highlight your fund's performance
- Enhance your fund's appeal to investors by utilizing FlexiRank™ reporting - present your fund's risk-return profile from the most attractive perspective
- Use Factor Analysis and Manager Style Drift reports to showcase your fund's consistent trading strategy
