Client data
Inside our first agentic AI pilots
Most AI announcements in fintech read like they were written by someone who’s never had to finish a working paper under deadline. A slick 30-second video, a few buzzwords – and all
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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