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Average Ratings 0 Ratings
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
Redwood Reporting automatically delivers critical reports when, where, and how they are most needed. This eliminates the frustration, lost time, and errors that can be caused by manually accessing, calculating and mapping information from different systems and data sources.
Redwood Reporting offers:
* Access to reports via a browser from almost any application with intuitive, browser-based access
* Push and pull options allow users to instantly access historical and new report content whenever they need it
* Optional analysis, decollation and conversion of report content prior to distribution to support business or security rules
* Automatic assembly of sections taken from different reports sources into personalized, unified documents for distribution via email and publication
* Robust APIs allow for easy integration with existing business apps and instant content access
* Report access can be easily managed using security tools already in the user enterprise
API Access
Has API
API Access
Has API
Integrations
Apiax
Brivo
Co-Pilot
Microsoft 365
MoneyGuide
ProTracker Advantage
Record-to-Report Automation by Redwood
RunMyJobs by Redwood
Teamstack
Tungsten Capture
Integrations
Apiax
Brivo
Co-Pilot
Microsoft 365
MoneyGuide
ProTracker Advantage
Record-to-Report Automation by Redwood
RunMyJobs by Redwood
Teamstack
Tungsten Capture
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
Redwood Software
Founded
1992
Country
United States
Website
www.redwood.com/report-distribution
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
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