REAL-TIME FINANCIAL REPORTING
The flexible reporting tool for banks and financial service providers
LeanFR: The Smart Solution for Lean Finance Reporting
LeanFR stands for Lean Finance Reporting and offers a highly flexible reporting solution specifically designed to meet the needs of banks and financial service providers. Unlike rigid systems, LeanFR seamlessly adapts to existing IT infrastructures—rather than the other way around. This allows for efficient integration without major restructuring of the IT environment.
Key Features of LeanFR
🔹 Seamless Data Integration
Connects with core banking systems (e.g., Tambas), real-time direct access, web services, and decentralized data sources for a unified data foundation.
🔹 Intuitive Dashboards & Reports
Management dashboards, balanced scorecards, and controlling reports provide a comprehensive overview of key metrics and processes.
🔹 Automated Reporting
Generates standard reports for regulators, clients, or internal requirements—fully automated and audit-proof.
🔹 Risk Management
Specialized risk reports ensure precise monitoring and analysis of financial risks.
🔹 Dynamic Factsheets
Automatically generates print-ready and dynamic factsheets, ideal for presentations and external reports.
🔹 Flexibility with Proven Tools
Allows the reuse of existing Excel reports, enabling employees to work in their familiar environment.
🔹 Granular Permission System
Multi-level, flexible user rights management tailored to individual needs for maximum security.
🔹 Tailored Information
Reports and analyses are precisely customized to user needs for maximum relevance.
🔹 Optional Full-Scale Data Warehouse (DWH)
Proven modular database architecture and development of a central data warehouse for banks and financial service providers.
With LeanFR and the optional LeanFactsheet module, banks and financial service providers gain a powerful tool for reporting and analysis. It combines flexibility, automation, and user-friendliness to elevate reporting efficiency and quality to a new level. Whether it's management dashboards, regulatory reports, or dynamic fund reports—LeanFR provides the ideal solution.
LeanFactsheet – The Module for Dynamic Fund Reports
LeanFactsheet is an optional module of LeanFR and can also be used as a standalone solution. It is specifically designed to create fund reports efficiently and with the highest precision.
Key Features of LeanFactsheet
🔹 Up-to-Date Fund Reports
Always current reports with relevant key figures—ideal for investment companies and fund managers.
🔹 Automated Generation of Dynamic Factsheets
Create high-quality, dynamic factsheets at the push of a button.
🔹 Print-Ready PDFs
Professional, print-ready reports that can be used immediately for presentations or client communication.
🔹 Custom Fund Metrics & Visualizations
Calculation of specific key figures and creation of insightful charts for performance, asset allocation, currency distribution, and more.
🔹 Integration of Market Commentary
Incorporation of current market insights to make reports even more informative and meaningful.
🔹 Excel Compatibility
Utilization of preconfigured Excel templates for quick and easy report customization.
🔹 User-Friendly Interface
Work in a familiar environment, ensuring minimal training time.