Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Business Intelligence Software makes complex reporting easy. Any ERP, any data point and any report. No IT.
API Access
Has API
No
API Access
Has API
No
Integrations
Aptean Process Manufacturing ERP Ross Edition
No
Asset-Map
Yes
Co-Pilot
Yes
Ellucian
No
FP Alpha
Yes
Infor CloudSuite Industrial Enterprise
No
Infor VISUAL
No
NetSuite
No
Open Dental Software
Yes
Pontera
Yes
Integrations
Aptean Process Manufacturing ERP Ross Edition
Yes
Asset-Map
No
Co-Pilot
No
Ellucian
Yes
FP Alpha
No
Infor CloudSuite Industrial Enterprise
Yes
Infor VISUAL
Yes
NetSuite
Yes
Open Dental Software
No
Pontera
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Reach out to our sales team for pricing based on your ERP
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
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
Yes
Vendor Details
Company Name
Orion Advisor Technology
Founded
1999
Country
United States
Website
orionadvisortech.com
Vendor Details
Company Name
Compusoft Development LLC
Founded
1993
Country
United States
Website
synoptixsoftware.com
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
Product Features
Budgeting
"What If" Scenarios
Yes
Asset Planning
No
Balance Sheet
Yes
Capital Asset Planning
No
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
Yes
Run Rate Tracking
Yes
Version Control
No
Business Performance Management
Ad Hoc Reports
No
Ad hoc Analysis
No
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
No
Dashboard
No
Key Performance Indicators
Yes
Predictive Analytics
No
Qualitative Analysis
No
Quantitative Analysis
No
Scorecarding
No
Strategic Planning
No
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
No
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
Yes
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
No
OLAP
Yes
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
Yes
Dynamic Modeling
No
Exception Reporting
Yes
Graphical Data Presentation
Yes
Modeling & Simulation
Yes
Performance Metrics
No
Sales Trend Analysis
No
Statistical Analysis
No