Reports, Queries and Dashboards

Reporting

TrustQuay 5Series includes a comprehensive set of reports and enquiries across business functions including operational, audit, management and client reporting. These comprehensive reports and enquiries assist both management and administration staff in managing the core operational activities. Reports can be exported to a variety of formats including Microsoft Word and Excel and Adobe PDF. These can be stored or emailed as required.

Query Tool designed for Business Users

Where a TrustQuay-provided report or enquiry does not exist to provide information that a business user might need, the business user will need to be able to quickly and easily query the data held in TrustQuay 5Series. To enable this, 5Series provides a flexible query tool that allows users to run queries across the 5Series database as required. It is possible to save and share queries so that they can be run again in the future. Query results can be exported from 5Series as well as being integrated to 5Series’ in-built workflow capabilities.

This tool enables business users to respond rapidly to requests and to construct reports or lists based on previously unforeseen criteria. No technical or in-depth database knowledge is required to construct and run these queries.

Dashboards and Key Performance Indicators

TrustQuay 5Series includes dashboard and KPI functionality. These graphical dashboards can be designed by, and used by business users to provide clear visibility to management and other users of activity across a business’s operations. With key business insights only ever a few clicks away, the dashboards feature intuitive graphics, drill-down capability and enable users to view information, make better decisions and react faster.

TrustQuay 5Series users are able to define KPIs relevant to their role (or have these pre-defined for them by their organisation) and choose relevant dashboard gauges and dials to display these within 5Series – so information appropriate to each user can be displayed in the format that the user finds most insightful. Clicking the gauges and dials then drills down to the underlying data.

Typical graphical dashboard examples might include:

  • Displaying the current workload across the business
  • Tracking new business performance across markets, products, teams etc.
  • Presenting a summary of staff time-sheets
  • Analysis of fee / billing information; monitoring key compliance processes and statuses
  • Displaying a graphical summary of an individual user’s outstanding work, categorised by type (for example by due date, by importance, by customer, by type of activity)
  • Analysis of investor transactions
  • Displays of fund prices across date ranges
  • Monitoring key compliance processes and statuses

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Microgen has merged with Touchstone Wealth Management to become TrustQuay, the world-leading software provider to Corporate Services, Trust, Wealth and Fund Administrators.

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