Maximize Portfolio Performance

Achieve seamless data integration and enhance decision-making with automated client reporting.

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Data Integration Issues

Lack of Real-Time Insights

Inefficient Client Reporting

How We Address Your Challenges

Seamless Integration

Connect and unify disparate data sources for a comprehensive view.

Real-Time Analytics

Gain instant insights into portfolio performance and risk management.

Automated Reporting

Generate accurate and timely reports for clients effortlessly.

Why Tabula?

Unify All Asset Data

Collect and aggregate data from various sources including market data, transaction records, and client information. Achieve a holistic view of your asset portfolio.

Streamline Routine Operations

Automate repetitive data tasks such as data cleaning, processing, and reporting. Save time and reduce the risk of human error.

Tailor Portfolio Management

Customize data flows, performance tracking, and client reporting to fit your portfolio management workflows. Adapt our platform to manage specific investment strategies and asset types.

Access Instant Insights

Monitor portfolio performance and risk metrics in real-time. Make informed decisions quickly with up-to-date data and analytics.

Empower Your Team

Provide your team with a user-friendly, self-service platform. Enable them to access and analyze data independently without relying on IT.

Real-Time Portfolio Management

Visualize performance and compliance with real-time data analytics.

Real-Time Performance

Monitor asset performance in real-time for informed decision-making.

Risk Assessment

Conduct continuous risk assessment to mitigate potential issues.

Regulatory Compliance

Ensure adherence to regulatory standards with automated compliance checks.

Client Reporting

Automate client reporting to provide timely and accurate insights.

Portfolio Diversification

Analyze and manage portfolio diversification to optimize returns.

Market Analysis

Perform comprehensive market analysis to guide investment strategies.

Transaction Tracking

Track and record all transactions for transparency and audit purposes.

Investment Strategy

Customize and monitor investment strategies for various asset classes.

Data Security

Implement robust data security measures to protect sensitive information.

Pricing

Free forever
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Users
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Up to 10
Custom
Read-only users
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Unlimited
Collaboration
Data services
Data connectors
Local files & warehouses
150+ connectors
Custom connectors
Data catalog
Data profiling
Data workflow editor
Reporting
Job scheduling
Transform & smart features
Predictive Suggestions
GPT-based features
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Pay as you go
Trial included
Included
150+ transforms
Custom functions
External API calls
Custom SQL transform
Transform & smart features
dbt integration
GitHub integration
Professional services
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Support
Standart support
Dedicated support
Custom SLA
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Our clients 💘 Tabula

It is an excellent product!

I have enjoyed working on Tabula a lot. It has made working with data extremely simple and enjoyable at the same time. Digging into the data has never been so much fun. Thank you very much for this wonderful tool.

Abhijit Mandape, BI Analyst

Tabula is very user-friendly 🚀

Any non-technical person would be able to use it. Also, since there’s AI Chat built-in right into the tool, the learning curve is even smaller.

Abhishek, Product Manager

Amazing interface!

I thought it was user-friendly and quite easy to use. The interface is amazing; it’s simply a drag-and-drop. It is very useful for newbies and experienced Data analysts.

Tabula is a real game-changer for us 🔥

I lead AI and data teams, so managing a seamless flow of data and ensuring robust analytics is central to my role. Discovering Tabula has been a game-changer for our organization. Its AI-powered data automation and business intelligence capabilities have not only streamlined our data management processes but have significantly elevated our analytics game.

Jonathan Hodges, Head of AI

Marketing teams can get instant insights!

The marketing team can now get insights from messy data without bothering developers or data architects. It gives an unprecedented improvement in our analysis speed, a reaction to changes, and faster test and operations gains.

Vladimir Sitnikov, CMO, Constructor

I think Tabula is fantastic in its concept!

The road ahead will be ripe with opportunity and has the potential to bridge a gap where other providers fall short. Specifically related to the ease of use as compared to other platforms. The visual approach provides clarity to what data is traveling/updating where and the opportunity it provides from the product's ability to develop into a strong user interface anyone can learn is fantastic. Great team and I look forward to seeing it grow!

Scott Fraiser, Senior Product Manager

We help you grow

Book a 20-minute talk with the sales analytics expert :

Discuss your business challenges and sales KPI.

Go through the latest platform features.

Get help with workflow automation and report generation.

Thank you for your interest in Tabula!

Your demo request has been successfully submitted. Our team will review your information and reach out to you shortly to schedule the demo.

In the meantime, feel free to explore our website or check out our resources section for more information about Tabula.
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Frequently asked questions

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