What would an information centre be without query and reporting tools? c*neo provides you with powerful intuitive and flexible tools which automatically adapt to your customisation needs.
Build and share, based on your criteria and in an intuitive manner, as many queries as you want. Consider your work environment as a unified space in which, based on any combination of criteria, you can make as many queries as you wish. Consider your queries as personalised peer groups, screening groups, portfolio managers to visit, clients to contact or remind... Access your queries in any of c*neo's modules or even in Microsoft Office®. For example to generate a report for the next investment committee.
Keep your favorite production environment but switch from a multi-linked files approach to an empowered reporting system with which you are fully familiar. Each MS Office® document now becomes a potential candidate for a dynamic report generated by c*neo. Imagine a desktop where your reporting environment is undisturbed but now always reliable and up-to-date. Create unlimited & constantly up-to-date fact sheets, marketing information, analysis reports, portfolio breakdown & contribution reports…
Compute any number of financial and statistical formulae. See in c*neo's quantitative motor a library of statistics, each one of which can be applied to any timeseries either by default or on a personalised basis, with any combination of parameters you choose (dates, frequency, filters, moving windows, transformations, commission and structures...) and generate the output in the currency you choose.
Do you need to go further, incorporating your own statistical models or even plugging third party engines into c*neo?
Open the hood of c*neo by accessing its libraries in your favourite development environment. Manipulate objects, classes and methods to significantly speed up your production, and incorporate the results of your proprietary models in c*neo. They can be easily accessed like any other information, and in addition can be visualised, queried, analysed and incorporated into any type of reporting framework.