Improve communication with clients

• Enable more professional communication of results with less ambiguity 
• Built-in collaboration tools, such as secured discussion forums, simplify discussions between you and your clients. Avoids the arduous task of having to decipher long trails of email

 

Consolidate multiple sources of data

• Connect and consolidate multiple data sources irrespective of where the data resides (different platforms, systems, databases, files etc.)
• Yellowfin’s in-memory database can be utilized to enable lightning-fast analytics

 

Improve accuracy, control, and quality

Gaining better control of your client reporting process most often leads to higher quality reports with improved accuracy

 

Flexible reporting options

• Drag-and-drop report builder or free-hand SQL
• Standardized or customized reports and dashboards for specific clients or group of clients
• Flexibility to embed reports and dashboards into your own website or application using JavaScript API or Web Services
• Add your own custom functions to the application

 

Flexible implementation

• Easy to install and integrate within a few days; not weeks and months
• Easily scalable, thus you can start very small and grow with your business needs
• Host on your own server or choose your preferred service provider to host for you
• Cross-platform deployment options (Windows, Mac OS, Linux) including Cloud

 

Easy client access

• Reports and dashboards accessible to clients via any major web browser
• Mobile access using fully interactive native apps for iPad, iPhone, and Android

 

Restyle to reflect your brand

• Easily restyle and customize the reporting solution to reflect your firm's branding (logo, colors, fonts etc.). Yellowfin will be invisible to your clients
• Very little or no programming skills required for most customization and restyling