Automate and improve the quality of your reporting. Create more regular contact and advisory conversations with your clients.
Professional-looking branded and standardized reporting packs for your clients on a monthly, quarterly and annual basis.
Develop and customize reports to create repeatable management accounts packs for the whole firm to use. Use our simple drag and drop tool to tailor packs for different client types. Add charts and graphs to bring client data to life.
Data auto-populates from your working papers and financial statements. Drill down into the data to explore further. Export as a pdf and share with your clients via Pulse the Silverfin portal.
Wow your clients with high-impact management accounts packs. Add your logo. Customize fonts, colors, headers, footers, table of contents and titles for that consistent look.
As Silverfin continues to grow and evolve, we’re excited to announce two key leadership appointments that will help drive our vision forward.
As Silverfin continues to grow and evolve, we’re excited to announce two key leadership appointments that will help drive our vision forward.
From May 14th to 16th, Silverfin had the pleasure of attending the PKF EMEI Conference, held at the Radisson Blu Hotel in Marrakech. As strategic partners of PKF Global, we were invited
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