Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Transform your document handling and enhance client management to prioritize consulting tasks. With seamless accounting, collaborate closely with your advisor to maintain focus on your primary business activities. Accounto significantly streamlines the partnership between small and medium-sized enterprises (SMEs) and trust firms. SMEs can easily upload their receipts to the Accounto platform, where the submitted documents are automatically categorized and assigned. Both SMEs and advisors have 24/7 access to these documents, enabling them to collaborate intuitively and effectively on our platform, which ensures that everything is stored in a manner compliant with audit standards. By employing our cutting-edge software solutions, we simplify complex processes and usher the fiduciary sector into a digital future. This enhanced efficiency not only prepares advisors for upcoming challenges but also allows SMEs to devote their energy to their essential business functions. Administration is handled instantly, with automatic identification of all relevant documents, ensuring a smooth workflow that benefits all parties involved. Ultimately, this innovative approach fosters deeper collaboration and paves the way for greater success in the competitive landscape.
Description
Success manifests uniquely for each organization. Our expertise lies in deploying technology tailored to diverse requirements, empowering advisors across various business models to meet their fiduciary duties effectively. We envision solutions that extend beyond mere technology, creating a transformative experience that encourages innovation, challenges the status quo, and positions you for ongoing triumph. By developing a superior tech infrastructure with over 100 integrations, you can ensure the integrity of your data through daily domestic reconciliations. Enhance collaboration via a multi-channel client experience, while trading becomes streamlined with a tax-efficient rebalancer. Furthermore, you can craft individualized SMA investment portfolios and accelerate your revenue streams through customized fee and payout arrangements, paving the way for sustainable growth in your practice. Ultimately, our comprehensive approach is designed to help you not only reach your goals but exceed them.
API Access
Has API
No
API Access
Has API
No
Integrations
Asset-Map
No
Co-Pilot
No
FP Alpha
No
MoneyGuide
No
Open Dental Software
No
Pontera
No
RightCapital
No
Riskalyze
No
Salesforce
No
SolarWinds Patch Manager
No
Integrations
Asset-Map
Yes
Co-Pilot
Yes
FP Alpha
Yes
MoneyGuide
Yes
Open Dental Software
Yes
Pontera
Yes
RightCapital
Yes
Riskalyze
Yes
Salesforce
Yes
SolarWinds Patch Manager
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Accounto
Country
Switzerland
Website
accounto.ch/en/
Vendor Details
Company Name
Orion Advisor Technology
Founded
1999
Country
United States
Website
orionadvisortech.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
No
Data Analysis
No
Key Performance Indicators
No
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
No
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
No
Sales Reports
No
Scheduled / Automated Reports
No