Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 3 Ratings

Total
ease
features
design
support

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

Datapine's dashboard and business intelligence software allows users to quickly turn data into actionable insights, and make data-driven decisions. Managers and data scientists can visualize and analyze complex data using a drag-and-drop interface. They can also ask important business questions and receive answers right away. It provides a wealth of innovative analytics features, including predictive analytics and interactive dashboards that allow for the creation of KPI-driven business dashboards. There are dozens of data connectors that connect to any common data source (databases and flat files, social media marketing analytics, CRM, ERP etc.). A wealth of pre-built dashboard templates for different business functions (marketing and sales management, HR, etc.) ), industries (retail and logistics, healthcare, market study, etc. Platforms (Google Analytics, Facebook and Twitter, Zendesk, etc. assist new users to get started quickly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Amazon Aurora No 
Amazon RDS No 
Amazon S3 No 
FP Alpha Yes 
Google Analytics No 
Google Cloud Platform No 
Google Sheets No 
Magento No 
Microsoft Dynamics 365 Business Central No 
MySQL No 
Open Dental Software Yes 
Pontera Yes 
PostgreSQL No 
RightCapital Yes 
SQL Server No 
SolarWinds Web Help Desk Yes 
X (Twitter) No 
YouTube No 
Zendesk No 

Integrations

Salesforce Yes 
Amazon Aurora Yes 
Amazon RDS Yes 
Amazon S3 Yes 
FP Alpha No 
Google Analytics Yes 
Google Cloud Platform Yes 
Google Sheets Yes 
Magento Yes 
Microsoft Dynamics 365 Business Central Yes 
MySQL Yes 
Open Dental Software No 
Pontera No 
PostgreSQL Yes 
RightCapital No 
SQL Server Yes 
SolarWinds Web Help Desk No 
X (Twitter) Yes 
YouTube Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$249.00/month
datapine offers customized pricing tailored to your needs.
Free Trial Yes 
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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
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

RIB Software GmbH

Founded

1961

Country

Germany

Website

www.datapine.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

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes Yes 
Visual Analytics Yes 
Widgets Yes 

Data Analysis

Data Discovery Yes 
Data Visualization Yes 
High Volume Processing Yes 
Predictive Analytics Yes 
Regression Analysis Yes 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Discovery

Contextual Search No 
Data Classification No 
Data Matching No 
False Positives Reduction No 
Self Service Data Preparation Yes 
Sensitive Data Identification No 
Visual Analytics Yes 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP No 
Relational Display Yes 
Simulation Models No 
Visual Discovery Yes 

Data Warehouse

Ad hoc Query Yes 
Analytics Yes 
Data Integration Yes 
Data Migration Yes 
Data Quality Control Yes 
ETL - Extract / Transfer / Load Yes 
In-Memory Processing Yes 
Match & Merge Yes 

ETL

Data Analysis Yes 
Data Filtering Yes 
Data Quality Control Yes 
Job Scheduling No 
Match & Merge Yes 
Metadata Management No 
Non-Relational Transformations No 
Version Control No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Predictive Analytics

AI / Machine Learning Yes 
Benchmarking Yes 
Data Blending No 
Data Mining No 
Demand Forecasting Yes 
For Education No 
For Healthcare No 
Modeling & Simulation No 
Sentiment Analysis No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Social Media Analytics Tools

Campaign Analytics Yes 
Competitor Monitoring Yes 
Customizable Reports Yes 
Engagement Tracking Yes 
Influencer Tracking Yes 
Multi-Channel Data Collection Yes 

Alternatives

Alternatives