Your reports, in your format

Generate investor updates, asset reports, and IC memos directly from your live data without Power BI or expensive custom development.

Your format, fully automated

Teach Stratios your exact layout simply by uploading a sample document.

Sample document uploadUpload an existing PDF or Excel report to mirror your firm’s custom layout.
Automated field mappingMap live portfolio data directly into your custom report sections without manual input.
Preserved layout designRetain your exact styling and formatting without rebuilding reports from scratch.

Make changes directly on the page while keeping every version, revision, and sign-off fully tracked.

Version	Saved By	When	What Changed
4	Dana Whitfield	Oct 14	Approved and locked
3	Rachel Okafor	Oct 13	Quarter Highlights words
2	Rachel Okafor	Oct 13	Table formatting
1	Schedule	Oct 12	Written

On-page inline editingUpdate figures, graphs, and text directly on the document without jumping between software tools.
Complete version trackingReview previous revisions and restore prior drafts anytime with a full audit trail.
Built-in approval workflowsRoute finished drafts to key decision-makers for review and sign-off before publishing.

Set your reporting cadence once and let Stratios generate and distribute updates on time, every time.

Flexible timing cadenceSchedule updates daily, weekly, monthly, quarterly, or annually based on stakeholder needs.
Automated distribution listsTell the right team members by task or email the moment each report is ready.
Real-time data refreshEnsure every recurring report draws from the latest numbers at the moment of send.