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Linedata Reporting

Web-based Automated Reporting Solution
Explore the full range of Linedata solutions
Linedata, supporting client growth in the investment management and credit industries
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World-class report design and delivery

Web Portal for Client Inquiry

Web views can be created and presented for any external or internal party with tailored drilldown inquiry screens. Transacting through the web is also possible.

Report Designer for Creating and Tailoring New Reports

Operational and investor reports can be fully customized to meet each of your clients’ needs, using a user-friendly drag-and-drop designer.

Production Console for Scheduling Report Delivery

The report delivery process can be fully automated to present reports via e-mail and/or the web portal. The solution integrates with the firms’ e-mail servers

Customizable Dashboard to Monitor Operational Risks

The solution analyses and presents data from the underlying platforms in graphical form to present a customizable operations dashboard for managers and users

Web Portal, Report Design and Delivery Solution

Linedata Reporting

Linedata Reporting is an integrated solution, providing clients with a competitive edge in the area of web reporting, report design, operational dashboards and efficiency of report delivery.

With flexible access rights, robust security and a full audit trail, Linedata Reporting provides a complete, fully automated and secure solution for all your internal and external reporting needs.

The web portal enables access with customizable inquiries and drilldowns for any internal or external end user, including investors.  If desired, clients may run reports real-time and enter transactions through the web.  Unlimited historical reports can also be maintained.

Powering your Diverse Business Needs

  • Secure web portal with customizable views
  • Production console to fully automate all report delivery
  • Dashboard presentation of key data for exception monitoring and control

Connectivity with

  • Linedata Admin Edge
  • Linedata Mfact
  • Linedata Mshare
  • Linedata Compliance
  • Linedata Longview
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Client interview - Philippe Troesch

Managing Director - Meeschaert Asset Management

Discover more about what our Fund Services and Asset Management platforms can do for you

Multi-region, proven track record in serving a diverse range of business models in a variety of jurisdictions

Workflow-oriented, exception based, end to end automation

Advanced communication, data access and distribution

Product-based and business-oriented managed services delivered by dedicated local expert teams

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    Transfer Agency
    Investment book of records & Oversight
    Fund Administration
    Fund Accounting and Valuations
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      Business Process Management
      Portfolio Decision Support
      Portfolio Management
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        Order Management
        Trading and Execution Management
        Middle Office Oversight
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          Risk Management