large boardroom presentation meeting

At Windward, we know time is money, especially in the financial sector. We understand that a financial organization needs to regularly produce quality wealth management documents to ensure that clients get the most value out of their statements. As a developer, it benefits you to utilize a flexible, streamlined document creator that does the hard work of generating prompt and accurate templates for you. Windward makes creating portfolio statements fast and flawless.

Inefficient and Manual Document Creation

With most document generation solutions, developers need to gather the portfolio document requirements manually from the adviser and then convert that data into a template. Some solutions might allow you to save them in the server and use the templates to create documents, but most of them will only allow you to make minimal changes. Often this results in developers taking on the tedious task of adding information manually to create portfolio statements. As a result, portfolio managers have no choice but to wait around for portfolio statement updates. This inefficient process an be vastly improved with the use of a statement generator like Windward.

Visually Stunning Portfolio Statements in the Best Document Format

We know details matter when it comes to portfolio statements and Windward's document generation platform ensures matchless precision and perfect customization for every client's statement. The best portfolio statements from reputed organizations include more than just numbers or figures. Perfecting the details of their portfolio gives instant confidence to your clients.

Windward helps you achieve precision with an automated document creation process. It empowers you as a developer to create modern solutions for portfolio statements that are relatable to your clients. It helps you generate reader-friendly documents for cash flow summaries, asset allocations, activity details, performance monitoring, etc.

Designing and Customizing Portfolio Statements

Windward Document Designer allows you to create templates in Microsoft Office. You can use drag-and-drop feature to include predefined report templates and take advantage of Windward document designer as a stand-alone or embedded in-house application, creating accurate portfolio statements in large batches in just a fraction of the time.

You get to enjoy total control while designing your clients’ portfolio statements and include the right design elements. Choose from a variety of font colors, spacing, graphics and custom pages by inserting conditional logic, smart data tags and more. Even better—you don’t have to transform your present applications to engage Windward Designer or Engine. Windward can integrate into your organization’s existing application with just a few lines of code. You can automate the portfolio statement generation process with reusable templates and data connections.

A clear understanding of portfolio statements will only make clients trust your organization more as they rely on you to manage their wealth. Windward is here to ensure your portfolio statement generation process is effective and easy at a fraction of the cost.

At Windward, we know time is money, especially in the financial sector. We understand that a financial organization needs to regularly produce quality wealth management documents to ensure that clients get the most value out of their statements. As a developer, it benefits you to utilize a flexible, streamlined document creator that does the hard work of generating prompt and accurate templates for you. Windward makes creating portfolio statements fast and flawless.

Inefficient and Manual Document Creation

With most document generation solutions, developers need to gather the portfolio document requirements manually from the adviser and then convert that data into a template. Some solutions might allow you to save them in the server and use the templates to create documents, but most of them will only allow you to make minimal changes. Often this results in developers taking on the tedious task of adding information manually to create portfolio statements. As a result, portfolio managers have no choice but to wait around for portfolio statement updates. This inefficient process an be vastly improved with the use of a statement generator like Windward.

Visually Stunning Portfolio Statements in the Best Document Format

We know details matter when it comes to portfolio statements and Windward's document generation platform ensures matchless precision and perfect customization for every client's statement. The best portfolio statements from reputed organizations include more than just numbers or figures. Perfecting the details of their portfolio gives instant confidence to your clients.

Windward helps you achieve precision with an automated document creation process. It empowers you as a developer to create modern solutions for portfolio statements that are relatable to your clients. It helps you generate reader-friendly documents for cash flow summaries, asset allocations, activity details, performance monitoring, etc.

Designing and Customizing Portfolio Statements

Windward Document Designer allows you to create templates in Microsoft Office. You can use drag-and-drop feature to include predefined report templates and take advantage of Windward document designer as a stand-alone or embedded in-house application, creating accurate portfolio statements in large batches in just a fraction of the time.

You get to enjoy total control while designing your clients’ portfolio statements and include the right design elements. Choose from a variety of font colors, spacing, graphics and custom pages by inserting conditional logic, smart data tags and more. Even better—you don’t have to transform your present applications to engage Windward Designer or Engine. Windward can integrate into your organization’s existing application with just a few lines of code. You can automate the portfolio statement generation process with reusable templates and data connections.

A clear understanding of portfolio statements will only make clients trust your organization more as they rely on you to manage their wealth. Windward is here to ensure your portfolio statement generation process is effective and easy at a fraction of the cost.

An example presentation at a board room.

Portfolio Statements

At Windward, we know time is money, especially in the financial sector. We understand that a financial organization needs to regularly produce quality wealth management documents to ensure that clients get the most value out of their statements. As a developer, it benefits you to utilize a flexible, streamlined document creator that does the hard work of generating prompt and accurate templates for you. Windward makes creating portfolio statements fast and flawless.

Inefficient and Manual Document Creation

With most document generation solutions, developers need to gather the portfolio document requirements manually from the adviser and then convert that data into a template. Some solutions might allow you to save them in the server and use the templates to create documents, but most of them will only allow you to make minimal changes. Often this results in developers taking on the tedious task of adding information manually to create portfolio statements. As a result, portfolio managers have no choice but to wait around for portfolio statement updates. This inefficient process an be vastly improved with the use of a statement generator like Windward.

Visually Stunning Portfolio Statements in the Best Document Format

We know details matter when it comes to portfolio statements and Windward's document generation platform ensures matchless precision and perfect customization for every client's statement. The best portfolio statements from reputed organizations include more than just numbers or figures. Perfecting the details of their portfolio gives instant confidence to your clients.

Windward helps you achieve precision with an automated document creation process. It empowers you as a developer to create modern solutions for portfolio statements that are relatable to your clients. It helps you generate reader-friendly documents for cash flow summaries, asset allocations, activity details, performance monitoring, etc.

Designing and Customizing Portfolio Statements

Windward Document Designer allows you to create templates in Microsoft Office. You can use drag-and-drop feature to include predefined report templates and take advantage of Windward document designer as a stand-alone or embedded in-house application, creating accurate portfolio statements in large batches in just a fraction of the time.

You get to enjoy total control while designing your clients’ portfolio statements and include the right design elements. Choose from a variety of font colors, spacing, graphics and custom pages by inserting conditional logic, smart data tags and more. Even better—you don’t have to transform your present applications to engage Windward Designer or Engine. Windward can integrate into your organization’s existing application with just a few lines of code. You can automate the portfolio statement generation process with reusable templates and data connections.

A clear understanding of portfolio statements will only make clients trust your organization more as they rely on you to manage their wealth. Windward is here to ensure your portfolio statement generation process is effective and easy at a fraction of the cost.

Check out our international reviews on G2 Crowd

Anonymous

Очень дружная компания

03/19/2019
"Мне очень нравится руководство и структура компании. Они всегда прислушаываются к нашему мнению и мы можем найти общий язык в любом вопросе. Еще из приятного - это то, что когда наша компания делает какой-нибудь запрос на обработку отчетов, то нам не приходится ждать долго. Обычно новая фича будет сделана уже в течении месяца. Это реально удобно, т.к. в других продуках, который мы..."
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Juriaan K.

Business process engineer at BearingPoint Caribbean

Windward Document Generation integratie met low-code platform BeInformed werkt goed

02/04/2019
"Voordat wij Windward gebruikte, was het ontwerpen van PDF documenten in binnen de standaard functionaliteit van het BeInformed platform een erg technische aangelegenheid. PDF documenten zijn vaak het eindproduct van de processen die wij als IT implementatie consultant automatiseren voor overheden in de Caribbean. Waar BeInformed goed is in het automatiseren van business-procesessn, is..."
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Anonymous

Report Engine 써본적 없는 개발자의 Windward Studios 리뷰

04/09/2019
"Reporting 시스템을 처음 사용하는 입장입니다. 일단 첫 번째로, 익숙해 지는 데까지 걸리는 시간이 짧다는 점이 가장 마음에 듭니다. 다음으로 간단한 인터페이스에 비해 생각하는 거의 대부분의 템플릿을 구현가능 하다는 점 입니다. 마지막으로 태깅 (tagging)이라고 하는 작업의 특징 상 그리 복잡도가 높지 않은 로직 코딩과도 비슷한 과정을 거치는데 조건문, 순환문, query 등 기본 지원 기능이 매우 강력한 점이 인상적 입니다. 소프트웨어 개발자 입장에서는 Windward 사용이 머리를 식힐 수 있는 일종의 exercise 로도 꽤 유용했네요."
Read the full Windward Studios review

Ekaterina T.

HR People Partner - DevSymmetrix

Дуже гарна тулза для роботи з репортами

03/27/2019
"Мені й моєї команді дуже подобається той факт, шо ми можемо співпрацювати як водночас по одному так і в команді між усіма колегами з цим тулом і строїти репорти різної складності. Це дуже приємно і доволі таки рідке явище коли ти хочеш працювати з продуктами Майкрософт. "
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Mike .

Windward 不仅仅是一件理想的工具

04/18/2019
"Windward 不仅仅是一件理想的工具,更重要的是背后的非常棒的服务,他们可以说是搭档。 后期的技术支持力度非常到位,给我们留下了极其深刻的印象。互相之间的沟通十分畅通。"
Read the full Windward Studios review

Bunny D.

Student at Gandhi Institute of Technology & Management (GITAM) University, Visakhapatnam

డాక్యుమెంట్ క్రియేషన్ చాలా సులభమయ్యింది విండ్వార్డ్ వల్ల।

04/30/2019
"మా కంపెనీలో కాంట్రాక్టు లేక ఇన్వాయిస్ సృష్టించడం అయినా గాని విండ్వార్డ్ తో అన్ని సులభం అయిపోయాయి। మేము ఇప్పటిదాకా చాలా వేల గంటలు మరియు రోజులు వృధా చేసాము ఇప్పటిదాకా డాకుమెంట్స్ తయారు చేయడంలో। ఇప్పుడు వాటన్నింటికి ఫుల్ స్టాప్ పెట్టాము, ఎందుకంటే విండ్వార్డ్ మా పని సులభం చేసింది। మేము ఇంక మానవ యత్నం లేక మాన్యువల్ గా చెయ్యాల్సిన పని లేదు, ఇంక సమయం వృధా అయ్యే పని ఇంత కూడా లేదు ఎందుకంటే ..."
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Anonymous

Generowanie dokumentow biznesowych z Windward jest proste i skuteczne.

06/18/2019
"Wsparcie dla generowanych dokumentow biznesowych z aplikacji."
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Alexsandra G.

Certified Nursing Assistant at Sunrise Home Health Care LLC

Automatico informes hechos a mano usando Windward

03/26/2019
"En el negocio del cuidado de la salud tenemos tantos informes diarios que completar. Toman tiempo y todos los empleados deben recibir capacitación sobre cómo completarlos correctamente. Ahora ahorramos cientos de horas automatizando lo que solían ser informes hechos a mano. Con una cinta integrada de Oficina fácil de usar, puede tomar sus documentos de Word, conectarlos a sus datos, luego..."
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Windward Studios reviews sourced by G2

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