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A Swiss company with one specialisation: reporting

ReportingSoft SA, based in Lausanne, Switzerland, builds the software that financial institutions and businesses use to create, validate and distribute their client reports.

What we do

ReportingSoft SA is a Swiss software company with over 20 years of expertise, specialising in automated client reporting for financial institutions, B2B and B2C organisations.

Our core product, Reporting Maestro, automates the full client reporting cycle: from data access and quality control to multi-format production, approval, and secure distribution, with a full audit trail per document.

Our other product, Business Report Designer, gives compliance, operations, and client-facing teams the ability to build, customise, and publish professional reports without IT involvement, through a no-code, browser-based interface.

We serve private banks, asset managers, wealth managers, insurance companies, and SaaS vendors embedding reporting into their own platforms. Our software integrates with leading core banking and portfolio management systems including Temenos Triple’A / Wealth, Avaloq, Finnova, and many more.

Our technology team delivers custom Java/Spring and Angular development for clients requiring bespoke reporting integrations or web application work.

We are based in Lausanne, Switzerland, and trusted by financial institutions and other renowned companies across Switzerland, Europe, Asia and the Americas.

Leadership

Patrick Cornaz, Founder and director

Patrick helps financial institutions, B2B software companies and mid to large organisations solve one of the most overlooked operational problems in their business: automated, compliant client reporting.

For over 20 years he has worked with more than 30 of the world’s top 100 financial services firms, designing and implementing reporting solutions that handle large volumes, strict regulatory requirements, and complex multi-channel distribution. That experience is the foundation of Reporting Maestro, the software he founded ReportingSoft to build.

See it working with your reports

A demo takes thirty minutes and uses scenarios from your own reporting cycle.