Personalised, scalable reports that stand out
Unlike most platforms, with Praemium, you are not limited to out-of-the-box reporting. You can create your own reports, designed to engage, inform and illuminate. The only limit is your imagination. In this short article, we look at a new Report Data Library template you can use to quickly generate your own consumer-captivating portfolio reports.
Clients today expect more than generic reports—they demand personalised reporting that delivers insights tailored to their unique needs and goals. In an era of data-driven decision-making, individuals seek reports that go beyond static numbers, offering real-time, dynamic, and actionable intelligence. And personalised reporting enables clients to filter and visualize data in ways that matter most to them.
But how can you do this at scale?
With Praemium’s Report Data Library, you can include data merge fields in your own Microsoft Word documents, that will merge platform data from your client portfolios into unique PDF documents for each client. This allows you to add boilerplate market commentary, company news, risks, opportunities, or whatever content you need, into each of your client reports and share them with the click of a button.
That way, a single document can be personalised to each client with the charts, information and data relevant to them.
For example, you can start with one of our Praemium Word template, like this.
Replace the business branding and imagery with your own, then add your own content and Report Data Library fields.
Then you can generate for as many clients as you want with a single click. The data from each client portfolio is seamlessly merged and individual PDF reports generated.
For more information, check out our Praemium Help Centre or contact us and request a session with one of our Training and Relationship Managers.