Reporting Solutions for Financial Services

Reporting software that gives you the ability to design, create and distribute financial documents with maximum efficiency and data transparency.

Greater Data Accountability with Greater Efficiency

These are tough times, especially for companies in the financial services sector. Everyone is demanding more: more compliance with new government regulations, more accountability to customers and clients, and more internal communication to provide an increased competitive advantage.

You need accurate and timely final reporting solutions for your quarterly reports, bank statements, lending papers, loan documents, profit and loss summaries and other critical documents.

And that’s just what you get with Windward.

Reporting Tools

Why Use Windward for Your Report Writing Needs?

You need to deliver customized reports on time. You shouldn’t need to go to a developer each time you want to modify or create a custom report template.

The Windward product suite helps you deliver reports for your business no matter what business you are in. The Windward Java and .NET engines integrate quickly and cleanly into your process.

Non-developer employees and end users apply the Windward AutoTag design tool to create their report templates in Microsoft® Office®, a tool they already know. Users can then run and distribute those reports when and where they want, in widely used and widely accepted formats.

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Easy Report Writer

Key Windward Benefits

    • Powerful and accurate document generation
    • Timely business reports
    • Short learning curve with reports designed using Word and Excel
    • Data pulled from unlimited, disparate data sources, including Excel spreadsheets, XML files and SQL databases
    • Ability to create sophisticated charts and graphs for quick analysis and decisions
    • Reporting that meets the requirements of Sarbanes-Oxley, PATRIOT Act, ARRA, HIPAA, Health Level Seven, Gramm-Leach-Bliley, Basel II and other acts and accords in the U.S. and overseas
    • Lower total cost of ownership compared to other financial reporting solutions
    • Increased profitability and higher margins through the use of existing IT staff
    • Better information sharing, leading to improved operational efficiency

Windward’s financial reporting software helps you turn a jumble of data into professional-looking documents in minutes.

Beautiful Report Builder

Sample Templates


Check out all of our sample templates including Financial Institution samples.
Star Customers


Customers and Partners Worldwide

A few of the financial service companies using Windward’s financial report writing solutions:

    • American Bank Systems
    • Banque Nationale du Canada
    • Barclays
    • Fidelity Investments
    • JP Morgan Chase
    • Macquarie Bank Limited
    • Novia-Financial Co
    • OTPP: Ontario Teachers Pension Plan
    • Price Waterhouse Coopers
    • Riskmetrics
    • Royal Bank of Scotland (RBS)
    • Shinsei Bank
    • South Pacific Finance
    • Zurich Financial

Expect Exceptional Support

Windward delivers quick and courteous customer support, with a 98% satisfaction rating from our customers.*

Our product support includes full documentation, 3-minute express training, live or on-demand training webinars, tutorials, examples, code samples, and everything else you might need. In the words of our customers at RepLink, “Customer service is outstanding. Windward does just what we need it to do.”

*How do we know this? Each month, we tally our satisfaction scores from post-support surveys.


Try Windward Now

If you're dealing with a reduced budget and fewer resources – and who isn't these days? – Windward is the answer for your reporting and document generation needs.

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