May 2026  ·  Product Brief

Aware Reports 7.
Re‑engineered for agentic AI.

The most significant release in Aware Reports' history. Complete Rust rewrite. Two engines, one runtime, output parity across PDF and Excel. A drop-in replacement for AR6, 100% backward compatible.

≈20% Faster than the legacy C++ codebase
100% Backward compatible with AR6
Rust One self-contained binary, any cloud or on-prem
PDF/A Archival-grade output, byte-deterministic
XLSX Modern Excel: charts, pivots, formulas, VBA
The Cycle

Every trading day, the same tight overnight cycle.

Millions of account statements, risk reports, margin packages, and trade confirmations must reach tens of thousands of clients — and the clients of those clients — before the next market open. The window can compress to a few hours; for certain intraday risk and margin packages, to roughly one hour. There is no extension.

This is what Aware Reports was built for. For over two decades, the largest American prime brokers have trusted Aware Software to produce millions of client-facing documents every trading day — accurately, on time, and at the visual fidelity that distinguishes a top-tier prime broker from the field.

Architecture

Single self-contained binary. Data in, documents out.

CSV or Aware eXpress™ data flows through one of two rendering engines and emerges as PDF, Excel, HTML, or RTF — the same output, every cycle, byte-for-byte.

Programmatic reports.

A domain-specific language for programmatic report definitions — tables, grouping, footnotes, charts, drawings. Layout decisions can depend on data values; one definition produces multiple output formats.

Design-driven workflows.

Templates with embedded markup in cell comments or inline tags. At runtime, the engine merges a tagged data stream with the template, separating presentation design from business logic.

Memory-safe Rust core.

Rust memory safety at compile time, ≈20% faster than the legacy C++ codebase, 100% backward compatibility with AR6 for drop-in upgrades. LLM-context-optimized documentation, formal CLI specification, ARL specification, purpose-built Aware Reports skill for AI coding assistants.

One template, every format.

Both engines produce PDF, Excel, HTML, and RTF from a single specification — DOCX in the pipeline. Backends are pluggable; output is byte-consistent across formats. The client sees the same document regardless of channel: refreshable XLSX in the workflow, PDF in the email attachment, HTML in the web view.

PDF & Typesetting

Precise typesetting. Two decades of refinement.

The visual fidelity that separates a tier-1 prime broker from the field — applied to every document, every cycle, at production scale. The corner cases other tools silently skip, Aware handles by default.

Two-dimensional pagination: widows, orphans, and tables or layouts that span both vertical and horizontal page breaks — what one client coined ‘wide pages.’ Every edge case, every cycle.

Kerning, ligatures, and microtypographic refinement — the visual fidelity expected of professional publishing.

PDF/A archival output for long-term preservation and downstream classification pipelines.

Arabic, Indic scripts, and CJK rendered properly via HarfBuzz — clients across regions receive the same fidelity.

Identical TeX produces identical PDF, enabling regression testing at the source level and byte-level audit reproducibility.

AR7's instrumentation harness captures pipeline state at multiple points, enabling agents to compare outputs across environments.

Supported TeX engines: pdfetex, etex, and xetex for traditional TeX Live deployments; an embedded Tectonic engine ships in AR7 for zero-dependency operation. Typst — a modern Rust-native typesetting system — is under active development as a future backend.

Excel Capabilities

Modern XLSX and classic XLS. Real features, not a tabular dump.

The client's analyst opens the workbook and works in it — loads it into models, refreshes, and acts. Both modern Office Open XML and the classic binary XLS used by long-running production systems are supported natively.

Multiple worksheets per workbook with cross-sheet formulas, named ranges, and native formula generation (full cell-reference resolution, not pre-computed values).

Column, bar, line, scatter, pie, area, combo — with live data ranges, sourced from the same chart definitions used in PDF output.

Pivot tables and pivot charts with calculated fields and grouping — ready for the client's analyst to slice further.

Color scales, data bars, icon sets, and custom number formats (currency, percentage, scientific, accounting, locale-aware date/time).

Fonts, colors, borders, alignment, indentation, fill patterns; drawings and vector shapes embedded directly in worksheets.

Headers, footers, frozen panes, hidden rows/columns, password protection, print-area definitions, page-break controls, repeating header rows.

Workbook properties and metadata for downstream document-classification pipelines.

Optional VBA embedded in workbook output — useful for client-facing distributions where end users refresh data, connect back to source systems, or drive downstream interactions.

Deployment & Performance

Engineered for the overnight cycle.

Millions of documents in a window that compresses to a few hours, and for certain intraday risk packages, to roughly one hour. Constant minimal memory regardless of document size. Air-gapped, on-prem, every major cloud.

Any environment.

One self-contained executable. Slim containers, edge nodes, serverless, spot instances, air-gapped on-premises. All major clouds (AWS, GCP, Azure) and traditional Linux hosts. Embedded Tectonic engine eliminates external TeX Live dependencies.

Full reporting workflow.

ARL generation, template rendering, chart and drawing extraction, server-mode job dispatch over TCP and Unix sockets, license management, Excel data utilities. All commands share Aware eXpress as their configuration and data-exchange syntax.

Byte-level reproducibility.

PDF/A output for archival compliance. Deterministic intermediate TeX enables byte-level auditability of every generated document — when a client disputes a statement, the bank can reproduce the exact bytes that were sent. AR7 binaries are signed and ship with a Software Bill of Materials (SBOM).

Agentic Reporting

Authored by agents. Verified by agents.

Agents at both ends of the development cycle: at the authoring stage, the Aware Skill lets agents build reports in English with pixel-perfect deterministic output; at the verification stage, an AI-driven test harness compares each candidate release against the last across tens of thousands of regression samples.

Reports in English.

Two decades of prime-brokerage typesetting expertise — pagination, widow and orphan control, wide pages, collapsing totals, multi-format consistency — encoded in a Skill that AI coding agents call. Authors describe the report in English; the agent produces a definition that compiles to pixel-perfect, deterministic, style-consistent output at Aware's production performance.

Tens of thousands of samples, every release.

An AI-driven test harness runs every candidate release against the previous one across tens of thousands of regression samples. Intermediate outputs are compared at multiple pipeline stages, byte-determinism is asserted at the final output, and deltas are summarized for human consumption. Verification at a scale and tempo human review alone can't match.

Roadmap

What's coming next.

Three flagship initiatives extending Aware Reports into the next computing decade.

SVG and Typst backend.

A modern Rust-native typesetting system — fast, single-library, no external dependencies. Typst supports SVG natively, unifying high-fidelity vector graphics, lossless conversion to PDF, and native browser rendering. Compiled to WASM, the entire PDF rendering pipeline runs client-side: no TeX Live install, real-time preview in any browser.

Aware Cluster.

A cloud-native reporting cluster built on decades of academic research from the University of Notre Dame's Cooperative Computing Lab. Priority scheduling, automatic dependency management, auto-scaling workers. Concurrency-safe idempotency leverages spot instances for up to 90% cost savings on cloud compute. Bundled data adapters for SQL databases, data warehouses, object stores, and REST APIs.

Design-tool integration Figma & Adobe InDesign.

The design team gets a familiar canvas for bespoke client formats negotiated in the prime-brokerage agreement; the engineering team gets a deterministic, templated pipeline; both produce the same documents going to clients. Engineering and design meet on common ground — the trajectory of Aware Reports as the production engine where the two worlds converge.

Client Programs

How Aware works with you.

Three commercial commitments that anchor Aware's long-term partnership with every customer.

Customer-driven. At no additional cost.

Identify a capability that would strengthen Aware Reports for your workflows; we scope, build, and deliver it on a priority basis. Anything that becomes part of the platform — supported indefinitely, available to every customer — ships under your existing license. Bank-specific custom development outside the platform is scoped separately.

Engineers, not call centers.

Support comes directly from our engineering team — never outsourced to offshore call centers. You communicate with the engineers who build and maintain the product, with full knowledge of the codebase and your deployment.

Every version supported.

Every major release ever shipped remains supported indefinitely. Stay on any version as long as it serves you. Migrate when the value justifies the effort.

Why Aware Reports

Six things that distinguish Aware Reports.

Each is a property earned over two decades of production at tier-1 American prime brokers.

Two engines, one runtime.

ARL for programmatic precision, the Template Engine for design-driven workflows — both feed a single PDF and Excel pipeline, so output parity across formats is built in, not bolted on.

Decades of typesetting refinement.

A TeX-based PDF pipeline that handles widows, orphans, multi-page tables, complex multilingual rendering, and PDF/A archival correctly — problems many reporting tools fail to handle.

Memory-safe and deterministic.

Rust at the core: identical input produces identical output, byte for byte. The same source ships natively to Linux, macOS, Windows, ARM, and WebAssembly — wherever your infrastructure goes, the binary follows.

Built around you.

Features on Demand ships your capability into the platform under your existing license; direct support comes from the engineers who wrote the code, never offshore call centers. Few vendors at our scale can offer either; Aware offers both.

AI-aligned, AI-assisted.

AI agents participate in every release — authoring, reviewing, instrumenting, and verifying alongside our engineers. The discipline financial-grade reporting demands, at a tempo human teams alone can't match.

Continuous production since 2002.

Built and refined alongside the largest American prime brokers for over two decades. The corner cases of high-volume, tight-window, customized-per-client reporting are already in the test suite.

Engage

Three ways to explore how Aware Reports fits your environment.

Aware Software, Inc. is a privately held company, founded 2002. For over two decades, we have supported mission-critical client reporting at two of the top-five American prime brokers — continuously, every overnight cycle.

A 30-minute architecture walkthrough.

Covering both rendering engines, output formats, and integration patterns.

Request briefing →

Map a workflow to the platform.

Share a reporting workflow; we map it to ARL, the template engine, or both, and outline the integration path.

Start scoping →

Benchmark on your own workloads.

We provision an AR7 evaluation build. Throughput, accuracy, page fidelity, compliance — measure everything that matters before committing.

Start PoC →