InsightOne Reports transforms the production of your financial and regulatory reports into an industrialized, reliable and zero-rekey process. From AMMC statements to client management bulletins, each report is generated, controlled and distributed automatically — on time, in the right format, to the right person.
Six pillars that make InsightOne Reports the reference solution for automating Moroccan financial reporting.
Automatic generation of all reports required by AMMC: periodic statements, OPCVM management reports, identification sheets, information bulletins. Validated formats ready to submit.
Library of report templates adapted to asset management companies, banks and custodians. Branded with your graphic chart, configurable without development, exportable to PDF, Excel or HTML.
Schedule your reports on daily, weekly, monthly or on-demand frequencies. Fully automated production chain from data extraction to final distribution.
Automatic sending by email, deposit on secure portal, publishing on client extranet or regulatory archiving. Acknowledgments, timestamps and traceability of each delivery.
Automatic consistency checks before each production: detection of missing values, series breaks, threshold breaches. Real-time alerts to concerned teams.
Rights management by profile (producer, validator, distributor), template versioning, complete logging of modifications. Compliance with internal and external audit requirements.
InsightOne Reports covers the entire production cycle of financial reports — regulatory, management, client and internal.
Automatic production of the annual management report compliant with AMMC requirements.
Monthly summary of performance, exposures and portfolio movements.
Prudential statements and regulatory declarations for Bank Al-Maghrib.
Automatic update of technical sheets at each NAV calculation.
Customized reports for your mandate clients: performance, allocations, fees.
Reduction of close cycle from several days to a few hours through automation.
InsightOne Reports is aimed at any organization whose financial reporting production is a compliance, competitiveness or client relationship challenge. It natively interfaces with InsightOne DW for an end-to-end production chain.
Schedule a one-hour demonstration or request a free one-day on-site audit — no commitment. Our team responds within 24h.