Ever felt the frustration of juggling endless spreadsheets, manually pulling data from different systems, or struggling to create reports that actually make sense? You’re not alone. For many wealth managers, reporting feels like an endless cycle of time-consuming tasks and missed opportunities to focus on strategy.

That’s where modern wealth management reporting solutions come in. These tools don’t just simplify reporting—they transform it. By automating processes and delivering clear, actionable insights, they free you up to focus on what really matters: growing and managing wealth effectively.

In this post, we’ll uncover the top solutions for 2025 that solve these common challenges, offering the perfect mix of automation, precision, and customization. Let’s find the one that’s right for you.

Top Wealth Management Reporting Solutions

1. CxReports: A Reliable Solution for Wealth Management Reporting

When it comes to creating precise and professional financial reports, CxReports stands out as a trusted choice. Designed to simplify complex reporting needs, it helps businesses save time, reduce errors, and maintain consistent branding.

What Makes It Unique

CxReports is built for industries like finance, healthcare, utilities, and IT, offering powerful features that streamline reporting workflows while ensuring accuracy and professionalism.

Key Reporting Features

• Drag-and-Drop Editor: Easily design pixel-perfect PDF reports with no coding required.
• Automated Scheduling: Save time with reports that generate and deliver themselves.
• Reusable Templates: Create multi-page designs for invoices, portfolio valuations, and more.
• Data Integration: Seamlessly connect to SQL, APIs, JSON, and other data sources.

Security and Scalability

• Flexible Hosting: Choose between cloud or on-premise options to suit your organization’s needs.
• Granular Access Control: Safeguard sensitive data with detailed user permissions.

Who It’s Best For

CxReports is an excellent fit for wealth managers, financial institutions, and investment advisors looking to streamline their reporting processes while ensuring accuracy and consistency in every document.

2. Empower (Formerly Personal Capital): Best for Holistic Financial Tracking

For those who want a complete view of their financial health, Empower delivers. It combines real-time tracking with detailed reporting to help users stay on top of their finances and plan for the future.

Focus on Reporting

• Net Worth Tracking: Monitor your financial standing in real time with aggregated account data.
• Comprehensive Reports: Get insights into spending, income, and retirement savings.

Notable Features

• Customizable Dashboards: Keep tabs on your portfolio performance at a glance.
• Long-Term Planning Tools: Generate detailed reports to align with your financial goals.

Best For

Empower is ideal for individuals looking for a full financial snapshot, offering robust reporting features that simplify money management and planning.

3. Wealthfront: Best for Portfolio Reporting

If you're looking for a hands-off approach to managing your portfolio, Wealthfront has you covered. Its automated reporting features provide clear insights to help you stay informed without the hassle.

Focus on Reporting

• Performance Reports: Automatically track how your portfolio is performing over time.
• Tax-Loss Harvesting: Gain insights on strategies to reduce taxes and improve returns.

Key Features

• Visual Reports: Easy-to-read updates on portfolio allocation and rebalancing.
• Goal Tracking: Align your investments with long-term financial objectives.

Best For

Wealthfront is a great choice for hands-off investors who want automated tools to stay on top of their portfolio performance and make informed decisions effortlessly.

4. Betterment: Best for Goal-Oriented Reporting

For investors focused on reaching specific financial milestones, Betterment offers detailed reporting tools to track progress and keep you on course.

Focus on Reporting

• Portfolio Growth: Get clear, detailed reports on how your investments are performing.
• Goal Tracking: Stay aligned with your financial objectives by visualizing progress.

Key Features

• Customizable Performance Tracking: Tailor reports to match your investment priorities.
• Retirement Planning Reports: Visualize key milestones and plan for the future with confidence.

Best For

Betterment is perfect for investors who want clear metrics to measure their progress toward financial goals and a reliable way to keep their plans on track.

5. Acorns: Best for Simple Investment Reports

For those just starting their investment journey, Acorns offers an easy way to track progress. Its simple reporting tools make it perfect for understanding how small steps can lead to big results.

Focus on Reporting

• Portfolio Growth: View basic reports on how your investments are performing.
• Round-Up Investments: Track how spare change adds up over time.

Key Features

• User-Friendly Interface: Designed to make tracking small investments effortless.
• Long-Term Growth Insights: See how micro-investing contributes to achieving your goals.

Best For

Acorns is ideal for new investors looking for an entry-level solution that makes investing and reporting simple and approachable.

How to Choose the Right Wealth Management Reporting Solution

Finding the right reporting solution can make all the difference in managing wealth effectively. Here are the key factors to consider:

Reporting Capabilities

Look for tools that offer automated, detailed, and customizable reports to ensure your data is always clear and actionable.

Ease of Use

A user-friendly interface is essential. The best solutions make it simple to create and analyze reports, even without technical skills.

Integration

Ensure the tool can connect with your existing financial systems and data sources for seamless updates and accurate reporting.

Security

Protecting sensitive financial data is non-negotiable. Look for features like encryption, access controls, and compliance-ready hosting options.

Automation

Save time with features like scheduled reporting and automatic updates, so you can focus on strategy instead of manual tasks.

Why CxReports Sets the Standard

With its drag-and-drop editor, robust automation, and top-notch security, CxReports offers all the above and more. It’s a powerful choice for anyone seeking advanced reporting capabilities in wealth management.

Conclusion

Effective reporting is the backbone of successful wealth management. The right tools can turn raw data into actionable insights, save valuable time, and ensure your financial decisions are well-informed.

Among the solutions we explored, CxReports stands out for its customizable templates, automation features, and ability to handle complex reporting needs. Whether you’re managing portfolios, generating financial reports, or preparing client-facing documents, CxReports offers the precision and efficiency you need.

Ready to see the difference for yourself? Try a free live demo of CxReports or schedule a meeting to learn how it can transform your reporting process. Don’t let manual tasks slow you down—experience smarter reporting today!