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Reporting and Analytics

In a data-driven world, precise analytics and comprehensive reporting are critical to success in the financial sector. Whether you are a banker, neobroker, portfolio manager, robo advisor, family office, or institutional client, the Reporting and Analytics module from Koala.Markets equips you with the tools to deeply analyze trading data, market movements, and asset distributions to make informed decisions.

With four core functionalities, our module addresses all aspects crucial for your daily challenges:

  • Trade Monitoring: Keep track of all transactions and open positions in real-time, down to the finest detail.
  • Market and Price Data: Access precise and up-to-date information on trading venues, instruments, and price feeds.
  • Asset Management: Analyze and visualize the distribution and overall summary of your assets.
  • Compliance and Regulatory Reporting: Easily meet regulatory requirements and ensure all activities are documented and transparent.

This module is designed to provide not only operational efficiency but also strategic insights to secure a competitive edge and achieve long-term success. Interactive visualizations and detailed analytics support you in making well-informed decisions and achieving your business goals.

Discover the future of reporting and analytics with Koala.Markets – tailored to meet your precise needs.

Seamless Integration and Scalability

The Reporting and Analytics module seamlessly integrates into your existing financial infrastructure, ensuring minimal disruption and maximum efficiency. Built with scalability in mind, it adapts effortlessly to the growing demands of your business:

  • API-Driven Integration: Easily connect with core banking systems, trading platforms, and data providers.
  • Customizable Workflows: Tailor the module to align with your organization’s processes and requirements.
  • Scalable Architecture:Supports expanding transaction volumes, user bases, and regulatory complexities without compromising performance.
  • Cloud and On-Premise Deployment:Choose the deployment option that best suits your infrastructure needs.

Whether you are a startup scaling up or an established institution optimizing your operations, this module evolves with your business

Benefits:

  • Transparency and Control: Maintain oversight of your trading activities, assets, and compliance data on a centralized platform.
  • Real-Time Analytics: Leverage current data and interactive visualizations for quick and informed decisions.
  • Regulatory Assurance: Effortlessly meet legal requirements with comprehensive reporting and monitoring tools.
  • Efficiency Gains: Save time through automated processes and intuitive user interfaces.

Core Functionalities:

Trade Monitoring

The module provides comprehensive real-time monitoring of all trading activities essential for financial service providers.

  • Overview of transactions with detailed statistics (e.g., count, volume, amounts).
  • Search and filter order data to quickly identify specific transactions.
  • Traceability of trade executions and open positions.
  • Management and status monitoring of block orders.

Market and Price Data

Gain insights into current market movements and relevant price data

  • Manage price feeds, trading venues, and instrument data.
  • Visualize top-traded instruments based on volume and value.
  • Transparency and up-to-date information through real-time updates.

Asset Management

Efficient management and visualization of your assets:

  • Interactive representation of asset distribution by instrument and provider.
  • Clear summary of total capital, investments, and profits.

Compliance and Regulatory Reporting

Support your compliance requirements with powerful reporting and monitoring tools:

  • Manage and monitor the status of MiFIR-compliant reports.
  • Identify inactive positions and document activities.
  • Monitor money laundering risks through comprehensive customer analysis.
  • Historical analysis of price movements.

Discover how the Reporting and Analytics module can transform your business. Schedule a demo now and experience the power of this tool!

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