Just a bit of a slow product news week, but this one crossed my inbox, and I thought you should know about interVal and the key product update they just made.
InterVal is a software provider for wealth management and accounting firms, as well as financial institutions. They provide automated insights for SMB clients and have recently upgraded their “Business Reports” feature to allow all advisors to customize and create shorter, streamlined, and more specific reports for their SMB clients. The reimagined reporting feature is now available to interVal users, designed exclusively for advisors to seamlessly present key
business insights.
The updated Business Reports feature was designed to allow advisors to deliver detailed advice in less time, generating reports that are a “snapshot-in-time” based on the latest key metrics and valuation data, ensuring a clear, structured overview of business performance. With historical insights preserved even as new data is added, advisors can track progress and refine strategic recommendations over time.
Key Features of interVal Business Reports:
- Detailed, Actionable Advice – Gives clients a snapshot of where they are and what can be done next.
- Customizable Report Builder – Select and arrange Key Metrics and Valuation data to match client needs.
- Editable Performance Notes – Provide detailed, tailored insights on Key Metric performance.
- Pre-Built Templates – Start quickly with ready-made templates.
- PDF Export – Save and share reports in a professional, client-ready format.
More information about interVal, and the platform upgrades can be found at http://www.inter-val.ai.