Features

Reach Reporting empowers CPA’s, Advisers, and financial professionals to give the best reports to clients. Experience the future of report creation and uncanny ease of use. Reach Reporting allows you to add financial or non-financial data from other sources so you can see the KPI’s that are most important.

Easily Build

Drag and arrange your report to look exactly how you want. 

Classes

View class or department data, to filter reports or dashboards.

Templates

Professionally designed templates included for your access.

Consolidation

Coming Soon. Create consolidated reports and dashboards.

Live Text

Creat text blocks that contain live metrics which stay updated.

Library Tools

Create a report that can be used for all of your clients.

Templates

One template that works for all your clients.

Create a report, dashboard, KPI, or spreadsheet then save it to your library. With the auto-update functionality, the reports will always show the information you intend. With the live text, the text data will show the current numbers.

Manage multiple companies.

Choose your saved reports from the library, and instantly the new report with be created using the new companies data. Use templates that are already designed and created from the Reach library to start you off running.

Save time.

Access your library at any time and update your reports the way you like. In a moment, the data is pulled from the cloud, the reports and dashboards are updated, and the report can be downloaded. 

A process that typically takes an hour or more will take less than 5 minutes! 

Templates, Templates,Templates

One template that works for all your clients.

Create a report, dashboard, KPI, or spreadsheet then save it to your library. With the auto-update functionality, the reports will always show the information you intend. With the live text, the text data will show the current numbers.

Manage multiple companies.

Choose your saved reports from the library, and instantly the new report with be created using the new companies data. Use templates that are already designed and created from the Reach library to start you off running.

Save time.

Access your library at any time and update your reports the way you like. In a moment, the data is pulled from the cloud, the reports and dashboards are updated, and the report can be downloaded. 

A process that typically takes an hour or more will take less than 5 minutes! 

KPI / Metric Builder

Unlimited possibilities for Key Performance Indicators

Best-in-class statement, table and KPI builder. Tables that impress and distill. Statements that will make you blush. KPIs that provide charts, graphs, account data, spreadsheet data and tables all in one. We mean business. The power of the most advanced KPI’s on earth in a simple experience.

Live Text

Save hours of effort and enhance experience.

This doesn’t just save you time, it allows the report to stay live, saving future time as well. But, let’s take it a step further, use pre-built reports with live text for multiple clients. In fact, use pre-built Reach templates on your clients. This way you can create the report your clients love and provide them every month with the push of a button rather than having to re-build every report every month for every recipient.

Live text. GAME CHANGER. It pulls data real-time to the text within a report, so you are not needing to fumble through data tables to source metrics every time the report is due. 

I know. We cried tears of joy too.

Live Text

Save hours of effort and enhance experience.

This doesn’t just save you time, it allows the report to stay live, saving future time as well. But, let’s take it a step further, use pre-built reports with live text for multiple clients. In fact, use pre-built Reach templates on your clients. This way you can create the report your clients love and provide them every month with the push of a button rather than having to re-build every report every month for every recipient.

Live text. GAME CHANGER. It pulls data real-time to the text within a report, so you are not needing to fumble through data tables to source metrics every time the report is due. 

I know. We cried tears of joy too.

Publish

Create a secure URL for easy display anywhere.

Share a web address to a specific dashboard or report and share fully live data. Ensures access to intended information, but provides enormous value to the recipient.

View read-only dashboards on a CEO’s computer, a Sales Manager’s Projector or a Warehouse Manager’s big screen TV.

White-labeled Experience

Reach is a tool only to deliver your knowledge in a beautiful, understandable way. Easily export any report and add your own logo to showcase your firm.

For dashboards, publish a link that is branded for you and is view only so that way you control everything your client sees.

Stronger Relationship with Your Clients

Clients stay with firms and advisers who they know put in the extra effort to ensure their success. Reach is designed to allow firms to engage clients in a way that showcases the skills your firm offers.

White-labeled Experience

Reach is a tool only to deliver your knowledge in a beautiful, understandable way. Easily export any report and add your own logo to showcase your firm.

For dashboards, publish a link that is branded for you and is view only so that way you control everything your client sees.

Stronger Relationship with Your Clients

Clients stay with firms and advisers who they know put in the extra effort to ensure their success. Reach is designed to allow firms to engage clients in a way that showcases the skills your firm offers.

Fast and Easy

Build Your Firm

Publish and Share

Multiple Users

Get Started Today

Have a more productive workday, starting now!