client-reporting

Here are 3 public repositories matching this topic...

karanveer97 / Client-MIS-Reporting-Automation

Automated client MIS reporting using SQL Server and Excel dashboards

automation sql-server data-analysis data-analyst business-analyst process-improvement kpi-dashboard client-reporting operations-analytics excel-dashboard sla-monitoring mis-reporting operations-analyst

Updated Jan 1, 2026

jakubwrona1 / wm-rebalancing-toolkit

Star

Python tool for portfolio rebalancing in a wealth management context

python asset-allocation wealth-management portfolio-management investment-management portfolio-rebalancing yfinance client-reporting private-banking trade-list

Updated Dec 25, 2025
Python

simkinselgazar-rgb / status-report-autopilot

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Self-hosted weekly client-report tool for digital agencies. Reads Asana / Linear / Slack / Zoom / Microsoft Teams; drafts a client-facing narrative in the agency's voice; ships an email, PDF, and public link. Apache 2.0.

open-source nextjs self-hosted agency client-reporting status-report mastra

Updated May 20, 2026
TypeScript

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