Your Raw Data
transformed into
Your Investor Report
How it works
Onboarding
Send us your data and your report - we'll build them into the ReSight platform. Don't have a report yet? We'll help you design one you love
Ongoing
Run your report as much as you would like with refreshed data. We never charge by the report runs or by the number of users.
Edits
If you need changes to your report, or if the underlying data is changing - let us know. We respond incredibly quickly, and you no longer need a resource focused on editing reports.
Built from Experience, Not Theory
Manual PowerPoint Pain
We spent years building investor reports page by page, pulling data from scattered sources and formatting everything by hand.
The Monthly Refresh Grind
We know the cycle of chasing down updated numbers, rechecking every chart, and racing against deadlines all too well.
Wasted Time, Lost Focus
We saw how this process drained energy and distracted from real insights — which is why we built ReSight.
The Go-To Solution
For All Your Periodic Reporting Needs
For Investor Relation Professionals
• Managing portfolios is only part of the job. Investors expect regular, polished reports on performance, attribution, risk, and compliance. But building those reports—gathering data, formatting, double-checking—takes valuable time away from managing assets and serving clients. And every new reporting cycle brings the same manual effort all over again.
• We streamline the process. Our team builds custom reports tailored to your exact requirements: your data, your calculations, your branding. Once your reports are set up, you can re-run them instantly with new data—whether that’s monthly, quarterly, or on demand. No more repetitive work, no more version control headaches. Just accurate, professional reports delivered whenever you need them.
For Product Owners
• Your users want to export reports but building reporting features in-house means tying up valuable development resources. Custom templates, formatting, data validation… it’s complex and time-consuming. And every time requirements change, you’re back in the queue.
• We give you a better option. Use our API to connect directly to fully customized reports designed for your users. We build the reports with your data and your specs—then you offer a simple “Export Report” button in your product. When users click, they get clean, accurate reports with real-time data—no internal dev work, no maintenance, no hassle.
Key Advantages of Our
Platform
Significant Time Savings
Automates the creation of repetitive reports
Error Reduction
Eliminates the risk of human errors when copying and pasting data manually.
High-Quality
Reports
Get reports with a consistent and professional design.
Easy Integration
Use ReSight in your browser or integrate it into your applications.
Predictable Costs
Easily budget with transparent pricing.
Comprehensive Support
No need for internal resources to make report changes—ReSight takes care of it.
Pixel Perfect Reporting
ReSight builds your report, for you. No online editors, no restrictions. We can create any format you need, with any design. This is bespoke reporting, not templates.
Data Visualizations
We are data visualization experts - tell us what you're trying to achieve and let us do the work for you. We are not restricted by Microsoft tools, so we can produce any visualization you can image.
Changing & Expanding Data
Data grows. Our reporting solution knows how to deal with data that expands beyond its initial scope. We can automatically add pages, repeat table headers, make sure footnotes stay with content, and dynamically resize graphics to suit. No surprises, just solutions.
Your data (even if its messy)
ReSight accepts your data in its current form. No data clean-up, no data manipulation - just your data, as-is. We know that getting data "ready" is often the hard part. So don't get it ready for us, just provide it in its current form. We can handle any combination of databases, data exports, excel files, word files, PDFs, BI tools etc.
Edge Cases
ReSight takes special care to discuss and manage all the edge cases your data may throw at us. We live in the world of real data - not simple samples. We understand complex data, and how to manage it when it gets messy.
No Reporting Resource Needed
Stop using internal resources on the low-value task of updating reports. With ReSight, you only need to know our contact information and we take care of everything else - quickly. You focus on your business, we'll focus on your reports.
API Integration
ReSight integrates with any number of existing systems. Do you have an client portal with a "download report" button? Let us be the magic behind that button so you can free up your development resources for business critical tasks.
Contact us
Have questions or want to learn more about how ReSight can streamline your reporting process? Let’s connect!