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LeanFR

Lean Finance Reporting

LeanFR is flexible reporting for banks and financial service providers. The system adapts to the existing IT landscape - not the other way around.

  •     Connects core banking systems, web services and decentralized data sources
  •     Dashboards for managers
  •     Balanced scorecards
  •     Reports for controllers
  •     Automated standard reporting to authorities and customers
  •     Risk reporting
  •     Automatic generation of dynamic factsheets that are ready to print
  •     Reuse of tried-and-tested Excel reports
  •     Flexible authorization system
  •     Personalized custom reports

Discover how focused and simple modern reporting can be!
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[Translate to English:] Lean Finance Reporting - Überblick

[Translate to English:] LeanFactsheet Beispiele

LeanFactsheet

LeanFactsheet is an optional LeanFR module, and is also offered as a stand-alone solution.


Features:

  •     Daily fund reports
  •     Automatic generation of dynamic factsheets
  •     Print-ready PDFs at the touch of a button
  •     Fund-specific calculation of KPIs
  •     Charts for performance, asset allocation, currency allocation, etc.
  •     Integration of current market commentaries
  •     Storage of Excel templates
  •     Minimum training requirements: Excel is no stranger