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Automatically create customized financial reports

Once your reporting is broken down into modular components, you can tailor what you send to the customer’s individual status or preference.

  • Non-subscribers may receive just the title and summary via e-mail or messaging app.
  • Standard subscribers get access to a read-only web page or PDF.
  • Premium subscribers access the full report plus interactive graphics and additional analyst comments in podcast or video format.

These customized financial reports are driven automatically by the metadata in the recipients’ profiles.


Customers can set their own preferences to receive customized financial reports on specific sectors or companies, or to receive specific sections or components, making their ingestion of your reporting faster and more efficient.


Contact us and we'll be happy to answer your questions about our automatic & dynamic financial report templates.