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Average Ratings 0 Ratings

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ease
features
design
support

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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

Established in 2006, Hemonto is a Danish FinTech that specializes in providing independent and comprehensive wealth reporting through a digital platform alongside a team of expert advisors. With an impressive oversight of more than USD 55 billion and managing assets that exceed USD 10 million per client, the company processes a vast number of transactions each year to produce accurate, reconciled accounts, performance metrics, risk assessments, ESG reports, insights into private equity, and continuous monitoring, all presented within a customizable interface. Acting as a fully independent advisor, Hemonto consolidates data from various custodians, banks, portfolios, currencies, and asset types, applies objective quality controls, and identifies any discrepancies to maintain transparency, compliance, and timely reporting. The firm’s dynamic reporting dashboard, accessible on both web and mobile platforms, enhances the wealth management experience by allowing personalized oversight, direct integration with BI tools, and ongoing support from a dedicated team for reporting setup and management. This commitment to innovation and client-centric service positions Hemonto as a leader in the wealth reporting space.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Apiax
Brivo
Co-Pilot
MoneyGuide
ProTracker Advantage
Teamstack
Visual KPI

Integrations

Apiax
Brivo
Co-Pilot
MoneyGuide
ProTracker Advantage
Teamstack
Visual KPI

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
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

Hemonto

Founded

2006

Country

Denmark

Website

www.hemonto.com

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

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