Completely
Automated Workflow
CecilRep reports from multiple sources:
- accounting systems
- order management systems
- portfolio management systems
- security masters
- other databases
Find information easily without waiting
for IT to develop new reports
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On-Demand Portfolio Reporting
for You and Your Clients
CecilRep makes it easy to distribute great looking reports without the hassle of web design or learning a complex framework.
- Fast search extended to numbers and dates lets you control the workflow from the result set, greatly offloading your existing databases and increasing productivity
- Powerful query with guided refinement
- Integrate to multiple structured and unstructured data sources such as accounting systems, trade databases, position files, clearing files, security masters, and Excel spreadsheets
- Deployed as a web application that runs fully hosted on ourclass I data center
- Drill down and hyperlink to other pages, trading and security master systems or searches
- Download views to Excel, pdf or csv from web browser or to our user web services interface for further automation downstream
- Administrators can set multiple levels by entitlement from groups, users or down to individual reports
- Upload ad-hoc Excel workbooks and XML reports for better security and reliability than email
- View usage statistics to find out when, how and by who your reports are used
- Fast indexed search to our own fast XML file-based system or on the fly to a database, significantly increasing user response time
- Fully persisted user editable fields to create user forms or update calculations right on the reports
- Download result sets to pdfsand csv
- Easy to brand the look and feel with logos, welcome pages, copyright and legal disclaimers
- Web-based APIs allow programmatic integration to other systems
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