Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
ByAllAccounts converts financial information into actionable insights by aggregating accounts from a multitude of sources. Our platform consolidates raw data from more than 15,000 different origins. As we remain independent of specific formats, we select the highest quality and most comprehensive data available, enabling a clear view of clients’ assets, expenditure patterns, and cash flow dynamics.
We then normalize the collected data into a unified, consistent framework adhering to industry benchmarks and utilizing Morningstar’s exclusive identifiers, effectively turning varied data into its most practical form.
Additionally, ByAllAccounts employs an AI-driven solution to swiftly provide client account information to various systems such as portfolio management, reconciliation, compliance, trust accounting, and performance tracking, thereby reducing both time investment and operational expenses.
Our innovative patented methods allow us to interpret inadequate data sources effectively and fill gaps using Morningstar data, thereby supplying enriched feeds at the firm level to a vast network of over 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators. Ultimately, this positions us as a key player in the financial data aggregation landscape, enhancing our clients' operational efficiency and decision-making capabilities.
Description
Offers superior scalability compared to traditional spreadsheets. With a multidimensional data model, it allows for the efficient management of thousands of worksheets. Users can seamlessly transform, aggregate, or duplicate millions of cells with just a few clicks. The data is perpetually primed for business intelligence and dashboarding. Ensuring reliable formulas means no more dealing with broken references or tedious copy-and-paste tasks. Users can express intricate logic simply through formulas by leveraging the relationships within the data model, eliminating the risks associated with typical VLOOKUP errors. It supports multi-user access, allowing hundreds of individuals to collaborate on the model at the same time. Security is built into the system, granting users control over which sections of each worksheet can be shared, while providing options for special permissions to add or delete rows. Only those designated as model designers have the ability to view or alter the formulas. More user-friendly than a traditional multidimensional database, it is designed to be intuitive and easy to learn, enabling individuals with spreadsheet experience to grasp the system within just one or two days. Users can continue to employ standard functions, and many existing spreadsheet models can be directly converted to CubeWeaver without issue, enhancing workflow and productivity even further.
API Access
Has API
No
API Access
Has API
No
Integrations
Apiax
Yes
Brivo
Yes
Co-Pilot
Yes
MoneyGuide
Yes
ProTracker Advantage
Yes
Teamstack
Yes
Visual KPI
Yes
Integrations
Apiax
No
Brivo
No
Co-Pilot
No
MoneyGuide
No
ProTracker Advantage
No
Teamstack
No
Visual KPI
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$30 per month
Free Trial
Yes
Free Version
Yes
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
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Morningstar
Founded
1984
Country
United States
Website
www.morningstar.com
Vendor Details
Company Name
LPNR
Country
Germany
Website
cubeweaver.com
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
Yes
Balance Sheet
No
Cash Management
Yes
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
Yes
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
Yes
Product Features
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
No
Balance Sheet
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
No
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes