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support

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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 

Screenshots View All

Screenshots View All

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 
ROSS No 
RightCapital Yes 
Riskalyze Yes 
Salesforce Yes 
SolarWinds Server & Application Monitor Yes 
SolarWinds Virtualization Manager Yes 
SolarWinds Web Help Desk Yes 
TCM No 
iTimekeep 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 
ROSS Yes 
RightCapital No 
Riskalyze No 
Salesforce No 
SolarWinds Server & Application Monitor No 
SolarWinds Virtualization Manager No 
SolarWinds Web Help Desk No 
TCM Yes 
iTimekeep 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 

Alternatives

Alternatives

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