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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

At Private Assets, we understand that the foundation of efficient portfolio reporting and investment data management lies in having centralized and well-structured data. However, achieving this can often prove to be quite challenging. Our comprehensive range of products and services caters to prominent investment firms across various sectors within the private asset landscape. The Framework solution suite not only enhances operational efficiencies but also facilitates dynamic reporting and seamless communication with stakeholders. Our platform gives you and your team the flexibility to tailor your business processes according to your unique requirements. It is designed to support your operational needs, stakeholder goals, and compliance with regulatory standards. Leverage our powerful data engine to process, aggregate, and transform your data into actionable insights. With the ability to draw from multiple data sources, you can effortlessly populate your dashboards, tables, and charts for effective investment monitoring and detailed analysis, ultimately enhancing decision-making capabilities. This approach not only streamlines your workflow but also ensures that you remain agile in a rapidly changing investment environment.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ARM MLM Software
Apiax
Babylon
Brivo
Co-Pilot
MoneyGuidePro
ProTracker Advantage
Teamstack
Visual KPI

Integrations

ARM MLM Software
Apiax
Babylon
Brivo
Co-Pilot
MoneyGuidePro
ProTracker Advantage
Teamstack
Visual KPI

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Morningstar

Founded

1984

Country

United States

Website

www.morningstar.com

Vendor Details

Company Name

Framework

Founded

2000

Country

United Kingdom

Website

frameworksoftware.net

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Product Features

Data Management

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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