Report automation

Save time and enhance your customers investing experience with automated, personalised reports.

Financial reports

Automate data collection from spreadsheets and PDF files to effortlessly provide more frequent and precise financial reports to your clients, minimising manual work.

Impact reporting

Offer personalised reporting services that provide comprehensive insights into the impact of client investment portfolios.

This personalised reporting enables investors to track their progress, make data-driven decisions, and align their investments with their values and sustainability goals.

Data-driven storytelling

Our data-driven storytelling approach goes beyond traditional portfolio reporting by providing meaningful narratives to portfolios. We analyse customer portfolio data and merge multiple data points to craft a cohesive and personalised narrative.

Our unique approach eliminates text templates whilst remaining referenced and compliant, ensuring that each narrative is tailored to each investors story.

Talk to the experts

At GOODFOLIO, we empower you to expedite your digital wealth transformation and introduce superior investing experiences for your customers.

Through our range of white-label and bespoke solutions, we assist you in expanding product offerings swiftly, efficiently, with a focus on customer experience. This enables you to stay at the forefront of the industry and thrive in an ever-evolving digital landscape.

We look forward to connect with you and discuss how GOODFOLIO can enhance your capabilities, leveraging the latest wealth technology innovations for your valued customers.