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Nandini Bhatt Email
Head Customer Success . Hexaview Technologies
New Jersey, NJ
Locationn************@hexaviewtech.com
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Employees:
568Revenue:
$92.3MAbout
Hexaview is a FinTech-focused organization that has leveraged values in this ecosystem for the past 11 years. We are on a role to bridge the gaps in the $89 trillion worth (as per BCG) Wealth Management & Financial Advisory industry. During our journey, we have backed various start-ups for a successful exit from big fishes like SEI, Morgan Stanley, LPL Financial, JP Morgan & a lot more who are valued over Billions. We have been strategically allied with 150+ clients globally focused on the BFSI industry. Our flagship product ReportWa™, a fully-featured Wealth Management Reporting software for financial advisors, has significantly optimized the cumbersome & tedious process of Financial Reporting. ReportWa™ is a single tool for all the reporting and compliance needs that lets financial advisors design pixel-perfect reports with data visualization, allowing users to gain valuable insights into their data right inside their favorite MS Word and Excel files. The advisors can store reports safely and securely in the Investor Portal and share them anytime, anywhere with their clients. They can configure all the processes once in a few clicks and reuse always. Some features include report packaging, scheduled report generation, automatic report distribution via email, and scheduled data import. This entire suite of services saves up to 60% of advisors' costs and time.Hexaview Technologies Address
#7, Quaker DriveNew Jersey, NJ
United States