Insights
The redesigned Insights: what’s changing and what’s coming next
Insights has a new look, a new query overview page, more room for your data, and filters that apply in one go. Here’s what’s new, and what’s coming next. What we set
Management Reporting
Automate and improve the quality of your reporting. Create more regular contact and advisory conversations with your clients.
Effortless reporting across your full client base
Professional-looking branded and standardized reporting packs for your clients on a monthly, quarterly and annual basis.
Reports in just a few clicks
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.
Integrated and intelligent
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.
Eye catching reports
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.
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How we redesigned Silverfin
From research to redesign In part one, we explained why we decided to redesign Silverfin, and the research we undertook to understand where we could improve. We looked at how quantitative and
