Data-Driven Reporting & Analytics for Capital Markets
The Aquata® data platform puts data analysis and reporting capabilities into the hands of non-technical users, enabling all team members to independently analyze and validate data, contributing directly to data-driven outcomes. Intuitive tools, including data visualization dashboards, Dynamic Document Studio, Report Manager, and Aquata AI Copilot, make it easy to personalize, visualize, and auto-deliver your reports.
Dynamic Dashboards for Intuitive Data Distribution and Visualization
With Aquata, you can conduct lightning-fast searches in intuitive dynamic dashboards to locate exactly the data you need. From there, you can apply flexible data filters, choose visualization types, add new elements from the dataset, conduct calculations and analyses, and implement pivots.
Construct dashboards at any level of granularity — zoom out to client or manager level for performance returns or zoom in to entity or general ledger level for accounting and auditability.
Tailor Dashboards to your Needs
Asset Managers
Conduct Searches and Analyses with Ease
Unlock the full potential of your data with Aquata AI Copilot and Query Studio. Combine multiple datasets and generate rich results effortlessly. Use natural language to query your data and let Query Studio handle the code. Search across all tables and datasets—whether public or private assets, structured or unstructured sources—in one place.
This powerful combination democratizes data access, empowering both business and technical users to derive insights and make informed decisions. Simplify your data analysis and uncover new opportunities with ease.
Generate and Schedule Reports at Scale
Dynamic Document Studio enables you to design templates for bulk-generated, printable reports, including summaries for the executive committee, investor statements, and regulatory filings. Construct tables, charts, and commentary from any data element in Aquata. Build in logic and if/then statements to ensure data is pulled from the right place for each use case. And then schedule the report documents to be generated and delivered.
Schedule Data Extracts to Third-Party Tools
Aquata makes it easy to connect to your preferred third-party data analysis tools, including Microsoft Excel, Microsoft Power BI, and Tableau. The Aquata Excel plug-in and Report Manager allow you to construct Excel and flat-file data extracts on a scheduled basis. Report Manager enables straightforward permissions options, dataset joins, filters, and other customizations to give you easy, ad-hoc data exports and regular programmatic distribution of data that is ready for your teams to use.
