REPORTING AND ANALYTICS SOFTWARE
Analytics Studio
AI-assisted, self-service analytics for investment teams
Build trusted dashboards, reports, and analytics in minutes – no coding skills required. The Rivvit Analytics Studio combines AI-assisted dashboard creation, interactive reporting, and pre-built investment analytics in a single workspace.
Pre-built dashboards
Ready-to-use investment dashboards
- Create interactive dashboards tailored to your business needs
- Track portfolio characteristics and trends, risk and compliance, performance and attribution, and other KPIs in real-time
- Configure dashboards for different roles, ensuring relevant insights for each user
- Share dashboards across teams for collaboration and transparency
Custom reports
Ready on demand
- Generate print-ready reports for clients, boards, and stakeholders
- Use customizable templates to ensure consistency
- Schedule automatic report delivery, reducing manual effort
- Approve, publish, and share reports with colleagues in the Rivvit Document Library
Self-service dashboards
Build interactive dashboards fast
- Generate interactive dashboards instantly using natural language prompts
- Refine charts and KPIs through conversational AI
- Build dashboards manually with drag-and-drop editing
- Save, share, and collaborate on dashboards across your organization
Custom extracts
Flexible, automated data extraction
- Build and schedule custom extracts for timely, accurate data delivery
- Automate delivery via email or secure file transfer
- Extract data in your preferred formats, such as CSV or Excel
- Set up recurring extracts to ensure continuous, up-to-date access to critical data
Virtual Analyst delivers fast, AI-driven answers
Go beyond dashboards with conversational AI. Ask questions about your investment data in plain language and receive contextual answers drawn from Rivvit’s unified, governed data foundation.
Transform your data into actionable insights
Instant access to updated data
Real-time, accurate data is automatically aggregated in one place, eliminating manual processes.
Improved Collaboration
Configurable and sharable dashboards ensure all team members have consistent access to the same insights.
Personalized insights
Tailored insights and reports make it easier to communicate performance, risk, and other metrics to clients, enhancing transparency and trust.
Increased control
Reduce technical dependencies by building your own dashboards with Rivvit’s self-service tools and AI prompts.
Built for investment organizations
Analytics Studio combines the speed of AI with the trust of governed investment data. Users simply describe the dashboard they want, receive an interactive result in seconds, and confidently share it knowing everyone is working from the same trusted information
NEWS AND INSIGHTS
