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
XLReporting allows you to create reports, budgets and forecasts online.
You, as a controller or accountant want to automate the budget process by connecting data sources and consolidating budget submissions from users.
You can manage permissions and control the workflow. You can also see the history of changes and the status of the process at all times.
You can create your budget models using a built-in Excel spreadsheet editor. You can have a familiar environment while still having the power of a database.
- Create your own business structure
- Import your data using 30+ connectors (QuickBooks. Sage. Exact. Excel.
Analyze your data. You can choose from over 30 visualisations to create automated reports. You can publish or share your reports from a dashboard.
Connect to your source. Automated consolidation Take confident decisions
API Access
Has API
No
API Access
Has API
Yes
Integrations
Asset-Map
Yes
Box
No
Co-Pilot
Yes
Dropbox
No
FP Alpha
Yes
Google Drive
No
MYOB
No
Microsoft Excel
No
Microsoft OneDrive
No
MoneyGuide
Yes
Integrations
Asset-Map
No
Box
Yes
Co-Pilot
No
Dropbox
Yes
FP Alpha
No
Google Drive
Yes
MYOB
Yes
Microsoft Excel
Yes
Microsoft OneDrive
Yes
MoneyGuide
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
€500/month
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Orion Advisor Technology
Founded
1999
Country
United States
Website
orionadvisortech.com
Vendor Details
Company Name
XLReporting
Founded
2002
Country
Netherlands
Website
www.xlreporting.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
Yes
Balance Sheet
Yes
Capital Asset Planning
Yes
Cash Management
No
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
No
Version Control
Yes
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
Yes
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
No
Qualitative Analysis
No
Quantitative Analysis
No
Scorecarding
Yes
Strategic Planning
Yes
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
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
No
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes
Strategic Planning
Budgeting & Forecasting
Yes
Dashboard
Yes
Goal Setting / Tracking
Yes
Idea Management
No
KPIs
Yes
Modeling & Simulation
Yes
Roadmapping
No
Scenario Planning
Yes
Scorecards
Yes