< Back to Windward Use Cases

Swift Generation of 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.

Windward Studios reviews sourced by G2

Reporting for high-volume output and a familiar user-friendly design environment

Start your FREE trial!
Call us with questions at 1.303.499.2544

For over 10 years, Windward has lead the industry with our world-class document generation platform that creates visually stunning, data-powered documents designed exactly the way users want and are created in a fraction of the time and cost compared to existing solutions. Proudly located in Boulder, Colorado, Windward Studios is the premier solution for developers and business users adding reporting and document generation capabilities to their applications in over 70 countries around the world.

© 2019 Windward Studios Inc.