Automated Performance & Risk Reporting for Finance & Investment Teams
Centralize financial, market, and investment data to deliver accurate performance reporting, risk visibility, and decision-ready dashboards — always up to date.
Tired of Manual Financial Reporting and Data Silos?
Finance and investment decisions demand precision — yet reporting often relies on spreadsheets and disconnected systems. Do you struggle with:
- Manual consolidation of portfolio, market, and benchmark data?
- Inconsistent performance numbers across reports and stakeholders?
- Time-consuming monthly/quarterly reporting cycles?
- Limited transparency into risk exposure and attribution?
- Difficulty tracing data sources for audits or compliance reviews?
AutoROICalc Brings Clarity, Consistency, and Control to Financial Reporting
Reliable data. Automated reporting. Confidence in every number.
Centralized Financial & Investment Data
Aggregate data from portfolio systems, market data providers, analytics tools, and internal databases into a single reporting layer. AutoROICalc ensures your performance, exposure, and benchmark data stay consistent across dashboards, reports, and teams.
Performance, Attribution, and Benchmark Analysis
Build dashboards that track returns, drawdowns, benchmarks, and contribution by asset, strategy, or portfolio. AutoROICalc helps you visualize what drives performance — without rebuilding reports for every period or stakeholder.
Automated Monthly, Quarterly, and Investor Reporting
Eliminate manual reporting cycles with automated scheduling. Generate and distribute standardized reports on a fixed cadence — ensuring leadership, investment committees, and clients receive timely, accurate insights with minimal effort.
One Source of Truth With Full Traceability
Create a controlled reporting environment with traceable metrics and documented data sources. AutoROICalc supports governance-focused workflows, helping teams maintain transparency, reduce errors, and prepare confidently for audits or compliance reviews.
Start Free — Scale With Confidence
Free plan up to 10K records
On-Premise / Self-Hosted options
Get started with our free plan (up to 10K records) to validate your reporting workflows. Scale as your data volume and complexity grow with usage-based pricing and no long-term commitments.
For organizations with strict security or regulatory requirements, On-Premise / Self-Hosted deployment options are available.
- Free plan up to 10K records
- Affordable paid plans
- No long-term contracts
- On-Premise / Self-Hosted options
Start for free today or book a personalized demo to see how it works.
Works on any device!
Whether reviewing performance at the desk, presenting to stakeholders, or monitoring exposure on the move — your dashboards remain secure, consistent, and accessible across devices.
Desktop and Laptop
The best experience!
Get started in no time — set up easily, supercharge your reports, integrate your tools, design impactful dashboards, and unlock full automation.
Tablets
Wow, what a presentation!
Impress on the move — deliver stunning dashboards, interactive reports, and real-time insights straight from your tablet.
Mobiles
Synced literally on the go!
Your business in your pocket — monitor performance, view dashboards, and make quick decisions with instant mobile synchronization.
What Finance & Investment Teams Achieve With AutoROICalc?
Let’s see:
- ⏱️ Reduce reporting time by 40–70% across cycles
- 📊 Deliver consistent, audit-ready performance reports
- 🔎 Improve visibility into returns, risk, and attribution drivers
- 🤝 Align analysts, management, and stakeholders on one source of truth
- 📈 Focus more time on analysis and decision-making, not data prep
FAQ
Can AutoROICalc handle complex financial data structures?
Yes. AutoROICalc is designed to transform and consume complex financial, portfolio, and performance datasets, enabling flexible modeling and reporting based on your data inputs.
Is the data suitable for audit and compliance workflows?
AutoROICalc supports centralized data management and traceable reporting, helping teams maintain transparency and consistency for internal reviews, audits, and compliance needs.
Which platforms and data sources can be integrated?
We offer direct integrations with Google Analytics (GA4), Google Search Console, and Facebook Business Manager, plus a Web Events Tracking Module and an easy-to-use API to connect financial systems, databases, and external data providers.