Aquata® Data Reporting and Distribution
The Aquata data platform democratizes access to data across your organization. Interactive, self-service data visualization tools enable both your business users and data engineers to build reports and data artifacts with ease. Configurable reporting makes it simple to create dynamic dashboards, complete with prebuilt calculations, to give you rapid access to critical insights. Templated tools further streamline your bulk report generation.
Dynamic Dashboards
Aquata dynamic dashboards enable you to extract value from datasets in new and meaningful ways.
Dynamic dashboards support various data views and export formats. Control is in your hands. You can slice, dice, and stitch together multiple datasets and tailor dashboards to your business needs and to your stakeholders’ expectations for transparency.
Built-in validation, caching, and formatting enhance downstream usability and support smooth, scalable reporting workflows.
Automated report scheduling and delivery accelerate your responsiveness and decision-making—and scale with increasing data volume and complexity.
Data Share for Real-Time Distribution
Aquata Data Share allows customers to access data managed in Aquata seamlessly in their Snowflake account (through Snowflake Secure Data Share), and other leading cloud data platforms—eliminating the need for labor intensive API integration projection. The setup of the Data Share is self-service right from the Aquata Data Share user interface, to specify cloud provider client account details, which datasets to publish, frequency or event-driven data publication.
Rapid Access to Critical Insights
Aquata supports dynamic data querying and real-time data slicing across complex schemas. Customizable dashboards enable you to dig into detail from a higher level, configure your reports, and tailor their delivery schedule to your business needs.
Reports for Asset Managers include:
- Performance attribution and contribution analysis
- Consolidated public and private investment strategy view
- Robust investment reporting, operations, and transactional activity data views
Reports for Asset Managers include:
- Performance attribution and contribution analysis
- Consolidated public and private investment strategy view
- Robust investment reporting, operations, and transactional activity data views
Reports for Private Markets include:
- Performance track record
- Investor inquiry
- Multi-admin NAV oversight
Reports for Capital Markets include:
- Unified liquidity views
- Regulatory data preparation
- Centralized data oversight
Reports for Hedge Funds include:
- Historical reference data analysis
- Transaction history analysis
- FX exposure reporting
Reports for Asset Servicers include:
- Transaction settlement summary
- Position and cash balance reports
- Multi-dimensional P&L views
Reports for Asset Managers include:
- Performance attribution and contribution analysis
- Consolidated public and private investment strategy view
- Robust investment reporting, operations, and transactional activity data views
Reports for Private Markets include:
- Performance track record
- Investor inquiry
- Multi-admin NAV oversight
Reports for Capital Markets include:
- Unified liquidity views
- Regulatory data preparation
- Centralized data oversight
Reports for Hedge Funds include:
- Historical reference data analysis
- Transaction history analysis
- FX exposure reporting
Reports for Asset Servicers include:
- Transaction settlement summary
- Position and cash balance reports
- Multi-dimensional P&L views
Reports for Asset Managers include:
- Performance attribution and contribution analysis
- Consolidated public and private investment strategy view
- Robust investment reporting, operations, and transactional activity data views
Reports for Private Markets include:
- Performance track record
- Investor inquiry
- Multi-admin NAV oversight
Reports for Capital Markets include:
- Unified liquidity views
- Regulatory data preparation
- Centralized data oversight
Reports for Hedge Funds include:
- Historical reference data analysis
- Transaction history analysis
- FX exposure reporting
Reports for Asset Servicers include:
- Transaction settlement summary
- Position and cash balance reports
- Multi-dimensional P&L views
Query Studio
Aquata Query Studio enables your SQL users to write queries against data stored in the Aquata lakehouse for ad-hoc analysis. Features like saved queries and run history enhance your levels of collaboration and productivity.
The modern SQL interface, autocomplete, table suggestions, and performance optimization enable users to perform complex dataset joins and aggregations across volumes of data.
For non-technical users, AI Copilot automates the creation of SQL queries, empowering them to write new queries using natural language prompts. They can also save queries for reuse, share with colleagues, and view execution history.
Dynamic Document Studio
Dynamic Document Studio simplifies the customization, scheduling, and auto-delivery of bulk-generated reports with extensive self-service functionality.
Interactive visualization tools enable you to create templates for visually appealing reports. You can apply dynamic data-sourcing logic or hard-code elements for ongoing use in all reports.
The underlying storage architecture, designed for complex investment data, enables intelligent retrieval and exceptionally intuitive data distribution.
Aquata for Excel
The Aquata platform comes with a native Excel plug-in, so you can benefit from enterprise data management capabilities while maintaining your existing workflows.
You can import and interact with Aquata data directly within Microsoft Excel spreadsheets, using familiar user interfaces.
Access data in real time, layer your preferred macros onto clean financial data, and eliminate manual import steps for seamless analysis and reporting.
