BIRT solutions for wealth and asset management

Cutting-edge visualizations and timely financial data engage customers and partners

For institutions managing assets such as mutual funds, Actuate offers fast access to up-to-the-minute data without the costs and overhead associated with traditional wealth management software. Actuate BIRT technology exceeds customer expectations while delivering the scalability required to meet the changing business requirements of a growing wealth management organization.

Wealth and asset management applications built using BIRT:

  • Speed development and increase adaptability using open-source BIRT
  • Integrate data from any system and deliver real-time financial data to fund managers and other asset management professionals
  • Custom brand portals to provide consistent asset and wealth reports, reduce printing and client reporting costs
  • Support multiple web-driven delivery options
  • Give customers and partners complete interactive control of their online visualizations
Actuate is the only vendor in the market to deliver features such as interactive portfolio viewing, personalized dashboards, dynamic report generation, asset viewing, and sorting through an intuitive interface. By delivering powerful, interactive wealth management applications using BIRT, organizations can reduce costs and improve client acquisition, customer loyalty and competitive advantage.

Want to learn more?

For more information about Actuate wealth management solutions, please contact an Actuate expert at 1-800-449-3804 (US & Canada) or click here. You can also contact one of our offices worldwide.