Alternatives to Redwood Reporting

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Existing processes can be slow and manual or require long lead times if you work for an external agency. It is a waste of time to reinvent the wheel each and every time, or to create a new narrative. It can be difficult to produce consistent reports both internally and externally that tell the story behind your numbers. Furthermore, the facts or numbers in your final reports may be out-of date before they are published. Lack of compliance or control during the "close-to-disclose" period can waste hours. Data are manually copied and pasted into source systems, spreadsheets, and files are sent back and forth via poorly controlled channels like email. You should create clear annual, quarterly and other external business reports, as well as management summaries for each company or group.

The easiest way to access financial data. IEX Cloud makes it easier to build and scale financial apps faster. The easiest way to create financial applications. All institutional grade data, including historical and real-time stock prices, fundamentals, crypto, and more - all in one API. Full coverage of the U.S. market, including 95,000+ securities. Open access to a variety of datasets with a single subscription There is no need to commit to long-term contracts or pay a large upfront fee. You can access data in minutes using one API. This allows you to focus on building. Access all your financial data in one place. Access the data you need, when and where you need it. No programming required. Access premium datasets sourced from a growing network of curated partners. You can integrate your preferred implementation method with other tools in your workflow. High-performance architecture designed for rapid growth and enterprise scale. Our platform is reliable by design so you can build more without worrying.

Are you tired of remapping financial data? Reach allows financial professionals to sync financial data directly from the source, creating beautiful reports for clients. You can choose from pre-built reports, dashboards, and metrics, or create your own. Access your financial reports and dashboards on any device. You can create universal reports and dashboards that will work for all your clients. They will also be automatically updated. You can save time and frustration by not having to remap data for financial reports. The data can be viewed live from 35,000 feet, or through a microscope. It's never been easier to share specific data. Reach Reporting was built on a spreadsheet platform and is designed to make the lives of CPAs easier.

Foresight Intelligence Financial Information System consolidates all financial information in one place, eliminating any potential errors and saving time. You can easily create reports for different audiences and securely share information with the right people at right times. Automate the automatic pull and refresh of your financial information, regardless if it is in a business system. Report generation is quick and easy. Users can drill down to find the answers they need. No more manual entry and the potential errors that can be associated with it. Different stakeholders need different reports and information. With Foresight Intelligence, you can easily access all your aggregated and automatically generated data and create reports for any of these needs. It's also easier to find and share exactly the information you need with drill down and pivot capabilities.

You can see every Trade & Quote in the US in real-time. Additionally, you can access trillions of rows historical tick data in a matter of seconds using our APIs. Our stock data APIs are unlimited in their use. Premium plans have no daily call limit or maximum queries per minute. Our market data platform delivers real-time low latency data at a mean latency of only 20ms. This is orders of magnitude faster than other competitors. With our Snapshot APIs, you can see the entire market at once. You can also query the gainers or losers for the current date. 1min - 1yr aggregate intervals. Our aggregates APIs allow you to query any time period, whether it's 1 minute, 7 minutes, or 16 days. It's possible to do anything. Stock data can be obtained directly from the source so you know exactly what you will pay. Don't waste your time or money on middlemen.

Longview Close automates data validation and consolidation to speed up the closing cycle. Our tool pulls data from all sources, Excel sheets and legacy EPM systems. This allows you to spend less time managing data, and more time creating data-driven insights. This report gives you an overview of market trends and customer satisfaction data. It also covers financial, operational, strategic, and performance management. Say goodbye to manual batch jobs. Say hello to better data visibility with detailed reporting and drill-down to source data. Our cloud-based, automated data administration coordinates consolidation activities so that you have one central platform for all performance data. Longview Close has the most plug-and-play apps in the industry.

MediaRights Revolution (MR2) is designed for broadcasting, production, and distribution firms in the film, music, publishing, and merchandising industries. Managing diverse intellectual properties - music, audiovisual content, texts, images, and brands - provides detailed metadata, including rightsholder shares, and securely stores digital content copies with shared access functionality. MR2 enhances licensing processes with real-time control, simplifying deal creation through contract templates. Manage financial reports, including licensee royalties, using intricate fund distribution calculations based on contracts and rights holders' shares. Ensure effective sales management through reports for counterparts and internal analytics. Automation in royalty and licensing payments accelerates workflows, reducing manual efforts and ensuring financial precision, enhancing efficiency, and lowering operational costs. Internal task management automates and guides deal preparation processes. MediaRights Revolution boosts your business with integration. Use API (500+ methods) with your corporate software—from bookkeeping to advanced broadcasting tools. Create an unified environment, providing an optimized operational experience.

Quadient AR by YayPay integrates with your existing ERP, CRM, accounting and billing systems, organizing and presenting all your real-time data on cloud-based dashboards. Automated capabilities improve team efficiency by 3X and put your collections on autopilot, helping you get paid 34% faster. Predictive analytics power 94% accuracy on when customers will pay, helping you visualize cash flow and plan intelligently for the future. Quadient AR by YayPay's online payment portal enables customers to access accounts and pay at any time, from anywhere.

Software for Fund Accounting. Software for Investor Management. Track contacts, third-party representatives, interactions, and investors. Fund Administration Software. Software for managing fund entities, closings and commitments, capital accounts and transactions. Portfolio Management Software. Portfolio Management Software allows you to manage all aspects of your holdings including portfolio companies, properties, securities, revaluations, and shareholder tables. Investors deserve transparent quarterly reports and detailed notifications via a secure portal. Issue detailed ILPA calls and distribution letters along with industry-standard quarterly reporting. Your LPs have secure 24/7 access to fund documents via their smartphones, tablets, or everyday browsers.

Jet Analytics is designed to allow business users to create visually stunning reports and dashboards within Excel or Microsoft Power BI. You can access your dashboards from the web or mobile device and quickly spot trends, spot anomalies and fix problems. Pre-built cubes, a data warehouse and an extensive library of report and dashboard templates make it easy to create corporate business intelligence. Jet Analytics will give you valuable insight right from the beginning. A system of record that includes historical data as well as multiple data sources ensures that everyone has the same information and "truths" to run their reports. To drive up revenue, everyone can rely upon the governed data.

Longview Analytics doesn't require additional tools or experts to create custom dashboards for your team to monitor company-wide activities and implement performance-enhancing changes. Our tool empowers users to improve resource management and strategic impact via data-driven insights, automation, and improved efficiency. Manual processes can lead more errors and waste of time. Automated real-time financial dashboards can replace manual and personal extract-based reporting. This will allow your organization to reduce costly errors and save valuable time. It is time to eliminate data silos. Data transparency can be improved across departments by bringing together data from multiple sources into one central location. This will allow you to gain high-quality insights into operations and performance. You can make more strategic decisions when you have the most up-to-date information.

To understand how well your sales team is increasing revenue, you can access key metrics such as LTV/CAC and magic number. To understand which customers to acquire, and which accounts to grow, you can easily segment your customer data by any attribute. You can easily segment your data based on which plan or product customers have purchased. This allows you to focus on the areas that will drive the most value for your business. Subscript only has access to the parts that make the product function. We will always disclose what data is accessed. We secure key information to allow us to quickly generate reports and let you analyze them in many different ways. Subscript monitors your data for changes to give you an instant view of your business.

CData Excel add-ins can be installed directly into Excel. They allow anyone to connect to live data from over 200 data sources -- within Excel. Access data from your CRM, ERP, sales and marketing, as well as cloud and database tools, is possible quickly and easily. You can even push changes directly from Excel to your data, no matter where it is located. Connect to live data: - Quickbooks – Sage – Salesforce – HubSpot — Microsoft Dynamics 365 ­ MySQL ­ SQL Server eTrade — And many more. The CData Excel Addins simplify how you read, update, and write live data from desktop and web applications. Ideal for mass imports/exports/updates, data cleansing and de-duplication, Excel-based data analysis, and many other purposes. The Add-Ins provide powerful tools such as: - Bidirectional access to live data; - Simple-to-use configuration; - Quick data exports, imports, backups, and other integrations.

Equity. Simplified. Carta is a tool that helps investors and companies manage their equity plans, valuations, investments, cap tables, and capital plans. Start by creating your Carta cap table. Then, issue electronic securities, get 409A appraisals, and run liquidity events. Your cap table will remain updated automatically. Your cap table will stay up-to-date with all equity transactions and information in Carta. We help you to stay compliant when issuing equity or getting 409A valuations. Investors and employees can accept electronic securities and exercise options. They can also track vesting schedules. Carta assists more than 800,000 shareholders to manage equity worth $575 billion. Carta can help you, whether you need a captable and a 409A or are looking to run secondary transaction, leverage financial reporting, tax tools, and stay closer to investors.

With a global solution that is tailored for all industries and sizes, you can gain decisive insight into your company's financial situation and profitability. Oracle Fusion Cloud Financials can help you achieve your company's financial goals. This enterprise accounting and finance platform will help you build a solid foundation for financial processes, corporate accounting, financial reporting, and financial reporting. Harmonize accounting across disparate ERP systems and transactional systems. An enterprise-wide chart enables consistent, standard accounting for disparate ERP systems. Your corporate accounting and FP&A teams will have one source of financial truth. As company policies change and new accounting standards are implemented, centralized accounting rules can be quickly adjusted. Analyse financial information from multiple sources to gain deep insight into operational results, including ledgers and subledgers as well as supporting references.

HOC's Enterprise Platform for Integrated Compliance (ePic) is a mission-critical platform for modular technology that can be used across the enterprise. Integrates with disparate enterprise-wide system (ERP, Transaction, and other external). Consolidates data from multiple sources to maintain a single version of the truth. This allows for the modeling and automation data transformation. Allows for various types of user-driven financial or compliance reporting. Future changes in rules, data structures and reporting processes can be accommodated.

Tensoft's MNC product lets you bring together financial data from different sources to create a global view across all financial information within your enterprise, regardless of currency or geographical location. The graphic to right shows how Tensoft MNC works. Below are the subsidiaries companies and their currencies. Tensoft MNC takes information from these subsidiary businesses, translates it and then moves it into a consolidated Dynamics GP Company. Local currencies as well as your reporting currency are transferred. Understanding your multi-national requirements will help you design and achieve the best financial architecture for your month-end reports as well as your day-today transactions. This pyramid shows where Tensoft MNC can provide the greatest benefit.

Regulatory compliance is the greatest challenge for organisations and public services. XBRL is required to access the financial reporting frameworks COREP, FINREP, and Solvency II. CoreFiling is the world's leading developer of best practices in taxonomy and regulatory reporting. CoreFiling is trusted by regulators, governments, financial institution and filers around the world. True North's®, financial data aggregation app, is the most comprehensive repository of public company data, including SEC and Companies House filings. The True North®, data platform allows for the search, display, and analysis of individual financial accounts as well as large, complex datasets. Complex, siloed and disparate data can be given structure and meaning by normalizing, defining and categorizing them at source.

Donnelley Financial Solutions is a software organization located in the United States that was started in 1983 and provides software named ArcReporting. ArcReporting includes training through documentation, live online, in person sessions, and videos. ArcReporting is a type of financial reporting software. ArcReporting is offered as SaaS software. ArcReporting provides phone support support and online support.

Jet Reports: A powerful financial and business reporting tool that can be used in Excel or on the internet. Excel makes it easy to create, analyze, and distribute reports in just minutes. Built for Microsoft Dynamics NAV and 365 Business Central. Drag-and-drop interface allows you to create custom reports from your ERP. No IT or consultants required. You can click on any number to instantly access all the underlying information so you always have the right answers. You can easily import real-time data directly from your ERP into your spreadsheets, without needing to download a new CSV each time. With just one click, export data from ERP into Excel. No more manual downloads, CSVs, or manual imports.

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

Helix provides instant, up-to date reports whether you need to consolidate balance sheets across multiple holdings, simplify collections, or evaluate liquidity. Do you spend weeks configuring complex financial reports only to have to do it again the next time? You can instantly create centralized financial reports using different investments, partnerships, or accounting platforms. You can create rules to identify or correct inconsistencies in names or accounts or transactions. All data is cross-checked for integrity. Only one time is it necessary to set up your rules for any data. Helix stores your rules so you can quickly create accurate and up-to-date reports. A helix connects seamlessly to your existing accounting systems. No platform changes are required. You can easily consolidate and run the most difficult financial reports.

SmartFusion, the comprehensive School Financial Management Software System, brings together all your data in one place. You can view multiple reports at once and work faster. Third-party software integration makes it easy to expand your capabilities. You can rest assured that your financial information is safe at all times. Fully-integrated modules allow you to take control of your processes and remove data re-entry. You can work from anywhere, anytime, using the cloud (with the option to self-host). You don't need to worry about compliance or inaccuracies thanks to the built-in state/federal reporting system and data-entry flexibility.

Finance teams need consolidation and lease management software. Viareport Consolidation is a tool that allows you to consolidate data from multiple entities, and ensure compliance with International Financial Reporting Standards or Autorite des Normes Comptables. Viareport consolidation enables you automate and simplify your processes to consolidate faster using a single source. Viareport Lease is a flexible, user-friendly, scalable and purpose-built lease management solution for organizations that need to comply with IFRS 2020-01 requirements.

Financial Statement Analysis is a software program that can be used by companies that adopt the IFRS or GAAP accounting standards. This software allows for a detailed performance evaluation of the company by analyzing the most recent financial reports. The system generates a financial report that includes charts, graphs, ratios, and comments about the company's performance. Complex business intelligence algorithms generate automatic comments about the company's performance. The report can be downloaded to your computer and edited as you wish. The report can be downloaded as a Word file, Excel spreadsheet, or PDF.

Automated and white-labeled financial reports, cash flow forecasting and analytics can help you grow your advisory practice. ProfitSee can help you gain real-time insight that makes a difference, regardless of whether your clients' data is stored on Xero, QuickBooks Online or any other cloud accounting platform. ProfitSee tools are automated to sync every night, so the data you use will always be current. The most current and relevant data will always be available when you schedule reports, set KPI alerts or give access to the online client dashboard. This allows you to manage clients' cash flow, beat clients to the phone, and create future opportunities. Don't limit yourself to simple "percentage increase/ decrease forecasts". ProfitSee automatically generates forecasts using historical performance and upcoming business strategy in the same way as global accounting firms or Fortune 100s.

The aviation's most powerful operating costs application is now available. Aircraft Cost Calculator lets you access a mobile solution from anywhere in the world, without having to leave your desktop. This tool is for operators, charter operators, flight departments, financial institutions, and owners. Aircraft Cost Calculator allows users to calculate the true operating costs for the hundreds of helicopters and aircraft in our database. Pre-loaded data that can be edited by the user based on actual expenses of owners, operators, fleet managers, and other users. Aircraft Cost Calculator creates professional-looking reports that can be customized with your logo. These reports can be shared with clients or colleagues. In minutes, you can create the exact reports you need to make informed decisions about the true cost for aircraft operations.

Syft is used by thousands of companies to make better business decisions using financial data. Try today, no credit card required. Visualizations, beautiful reports, and forecasts that work bring insights to life. With the ability to detect anomalies and calculate health scores, you can spend less time reconciling and reviewing data. Real-time monitoring across all businesses and consolidation allows you to keep your finger on the pulse of performance. Real-time integrations to your favorite accounting or e-commerce software so you can concentrate on analysis and output. Secure-by-design infrastructure with built-in protection on an international network to protect your data. You can learn quickly by working with live instructors or with migration assistance if other tools are used.

ProForecast is a strategic planning and forecasting tool for the Mid-Market. High-level forecasting, or Drill Down, for greater granularity. You can quickly and accurately make informed decisions about the future direction of your company. ProForecast transforms months of work into weeks and days, and days into days and hours. Our Rapier AI Engine reduces system implementation times and monthly, quarterly, and annual closing time. To create a remarkable ROI, import manager and training package. With our Business Intelligence layer and Data Visualisation layer, you can create informed and visually enhanced reports. Create custom dashboards with reports that are tailored for internal and external stakeholders. ProForecast, a cloud-based SaaS application, is accessible from any device. ProForecast lets you drill down to as much detail as your data will permit.

The digitization of businesses is a fact. Enterprises must think differently in order to survive in a world where robots are poised to take over the front-office. ERP is no longer a tool for improving operations. Born-in-cloud enterprise solutions have the potential to transform the digital backbone for organizations that are eager to innovate in a volatile, uncertain, and complex market. Ramco ERP on Cloud is built on Ramco VirtualWorks®, a revolutionary enterprise application assembly platform. It allows you to see 360 degrees of your business from any location. By putting all business functions on one platform on the Cloud, and automating and integrating them end-to-end, Ramco ERP On Cloud gives you a 360-degree view. This unified view of your business will allow you to drive innovation throughout the value chain, increase efficiency, and reduce time to market. The entire product line is also available online.

Oracle Hyperion Financial Management, a Web-based application, delivers global financial consolidation, reporting, and analysis in one, highly scalable software solution. Oracle Hyperion Financial Management uses the most current technology and is designed to be owned by the finance department. This release's web interface has been improved to be more user-friendly and consistent with other Hyperion products. The new interface allows navigation across multiple applications and access to multiple documents and modules within an application. The Point of View bar, Member selector, Journals Data Forms and Grids are all new features. You can view dimension member properties using the Member Selector, data grids and journals, as well as data forms, data grids, journal, and process management.

Sage 200 enables you to manage your business and accelerate your growth with Microsoft 365. Part of Sage Business Cloud. Get rid of downtime by using a solution that is available 24/7, 365-days-a-year. On the go, manage your accounts, customers, manufacturing, supply chain and business intelligence. Sage 200 combines the power and productivity found on desktops with the freedom and control provided by smart, secure software. You can also collaborate in real-time with your team. Our solution is designed to support manufacturers, distributors, and business services. Control your business and gain full visibility of your operations. Excel allows you to manage multiple companies, and access key insights and reporting on the move. Get market-leading, business-wide software that has all the features and functions you need, when you need them. Scalable solutions will grow with your company.

Your team can be equipped with VISA cards that are secure and have built-in controls to enable them to make purchases at any store. Instantly generate virtual cards to pay for your SaaS subscriptions, vendor payments, and online spending. With SWIFT and non-SWIFT payment options, you can send money to more 130 countries around the world. You can process vendor payments and employee reimbursements faster than ever before at the lowest rates. All of your vendor payments can be managed from one dashboard. You can also buy inventory and send money to vendors domestically or internationally. Employees can easily be reimbursed for expenses they have incurred. Employees don't have to wait until the end of the month to be reimbursed. Volopay cards can be swiped immediately so that the transaction is visible to the spender and budget owner as well as the company admin. This allows you to see where your company money is at all times.

Your company's future will be brightened with color. Real-time business strategy. You can get started quickly with a pre-built toolbox. Instantaneous native data connectors. Imagine scenarios on steroids that allow you to focus on strategic decision making. Powerful capabilities allow for easy modeling of any planning or forecasting application. Insightful reporting in real time. Models and dashboards that are shared. The platform allows for discussion and decision-making. The platform offers a pleasant interface for all team members at all levels. Easy tracking of data edits. Secure data connectors. Enterprise-grade data governance. By design, end-to-end traceability is possible and clearances are provided. Scale your business in the right way. Make numbers a common language everyone can understand. With confidence, you can anticipate the future. Real-time visualization, understanding and execution.

EDM is a data management platform that allows you to acquire, validate, and distribute trade, operational, financial, and customer data. It provides a single version, consistent, transparent, and fully audited version of the truth. Firms gain greater control over their data, as well as ongoing compliance and transparency. Financial services: Learn how we provide data management and data warehouse in an end-to–end solution. Data governance: A single version of truth, data stewardship and transparency of audit trails are key components of data governance. Data quality: Use data that has been validated, enriched, and reconciled across multiple sources to reduce operational risk. Greater transparency: Data lineage provides a look-through hierarchy and side by side source comparisons. Seamless integration: Consolidate legacy systems and applications, and eliminate data silos from both internal and external sources.

You can improve cash flow by accelerating collections and forecasting with one simple-to-use tool. You can view your ERP/accounting, banking and other data in one dashboard for real-time, actionable insights. Automate tedious data assembly tasks to save time and allow your finance team more time for higher-value items. Payference IQ Technology™ optimizes working capital and unlocks hidden cash to help you manage DSO and DPO. You can trust an intuitive solution that provides all the tools and support needed for simple cash control. Automate cash collection for increased efficiency. To increase cash flow, speed up collection. To minimize their impact, identify high-risk accounts. Machine learning can be used to predict payments. Connect your ERP/accounting software, banks, and payment channels. Automated reconciliation of bank transactions and payments. All cash positions can be viewed in real-time from one source. Adjust and override items in cash forecasts.

Pilot manages your business finances so that you can concentrate on your business growth. Pilot is trusted by over a thousand businesses for bookkeeping, tax, budgeting and fundraising support. Pilot provides a dedicated team US-based finance professionals who are familiar with your business and can integrate with your financial tech stack such as NetSuite, Stripe, and QuickBooks. With a clear view of your finances, you can run your business. Pilot delivers accurate books every month, on the dot. The powerful software automatically eliminates common errors and supports our expert team. Get quick, responsive service. Your finance expert is familiar with your business and books. Your monthly statements will include customized statements tailored to your industry, such as burn reports for startups and inventory management for eCommerce. We're built to scale with your business.

bluQube accounting software gives mid-sized businesses the tools and insights they need to succeed. The right software will allow your finance team to focus on the important things, such as strategy and bottom line. We do things differently to deliver real, tangible benefits to our customers. We're an Oracle Gold partner that delivers True Cloud Accounting, fixed-cost implementations, real-time reporting, full UK support and software that integrates with anything!

BlackLine, the only unified technology solution specifically designed for finance and accounting, was built entirely in the cloud. There are no messy acquisitions, no different software-hardware combinations, and there is no middleware or upgrade cost. This is the world's most trusted solution to Finance Controls and Automation. BlackLine solutions are easy to use and simple. BlackLine isn't a patchwork of outdated software and hardware, unlike other systems on the market. It's a complete Finance Controls and Automation platform that is built on a single codebase and delivered securely through the cloud. Users have a consistent experience through a single sign-on, and can avoid switching between multiple systems. The platform allows data to be shared between products without the need for it to be transferred between systems.

Spreadsheet Server by Global Software, an Excel-based reporting tool, is designed to help businesses streamline their accounting and reporting tasks. It connects ERP data directly within Excel. Users no longer need to manually rekey data or download data back into Excel. Users can easily import their ERP data directly into Excel and create reports right away. They can then share reports and other files to their team. Spreadsheet is used worldwide by more than 4500 customers and supports major ERP systems like Oracle, Infor and Netsuite ERP.

ByAllAccounts converts financial data into insight by account aggregation. We combine raw data from more than 15,000 sources. We are not constrained by formats and choose the highest quality data from as many sources as possible to give clients visibility into their cash flows, spending habits, and holdings. We standardize aggregated data to create a consistent model that is based on industry standards as well as Morningstar's proprietary identifications. This transforms disparate data into its most useful form. ByAllAccounts uses an artificial-intelligence system to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems saving you time and operational costs. Our patented process helps us to understand insufficient data sources. We also bridge gaps with Morningstar data by delivering enriched firm level feeds to over 1,400 advisory firms, 50 redistribution partner and 40 platform integrators.

You can create unlimited professional reports by yourself. Automate reports using rule-based automation. For compliance purposes, archive reports Do you spend too much time making last-minute changes to the report or planning months ahead to create a new performance report. Editing reports can be a pain. It takes many days and requires expensive report-writer tools. Are you stressed about handling sensitive data? Or dealing with inconsistent data? Although it is easy to send reports, making sure that data is correctly set up takes a lot of time. Audit means that all other work stops. Audits by SEC/FINRA come with a lot of pressure. Important documents that clients have sent cannot be found in emails or files during audits. Client experience and communication are the most important aspects of wealth management for financial advisors. Reportwa, our full-featured wealth management reporting tool for advisors, aims to simplify reporting.

MYGIDE allows you to consolidate different business entities and segments by using general ledger code (or its modifications), or user-defined connections. Instantly, data are pulled together and displayed as report structures and statements. This allows for quick drill down. Any sub-level that is changed instantly will recalculate into the superior levels. MYGIDE calculates vertical and horizontal run rates and generates indicative short-term or long-term plans based upon historical and current performance and business trends. Users can then override run-rate-based trends by using their own assumptions. You can save different versions of what-if and exclude/include analysis as scenarios to be used for evaluation and comparison. MYGIDE facilitates a collaborative process to manage all your planning and budgeting needs. Managers of operational divisions have access to data and tools that allow them to populate their plans. The office of finance has real-time consolidation.

CXO-Cockpit is a performance reporting platform developed by CXO Solutions BV. It empowers finance teams. CXO-Cockpit replaces manual, error-prone Excel-based reporting with a simplified and controlled, controlled, and quick performance reporting. The platform offers a wide range of financial and performance reporting templates, financial dashboards, financial insights and analytics, point of view (POV) comments, sharing storiesboards, and much more. CXO-Cockpit provides real-time insight into the top EPM source systems such as Oracle, SAP, and Tagetik.

Donnelley Financial Solutions is a software organization located in the United States that was started in 1983 and provides software named DFIN Arc Suite. DFIN Arc Suite includes training through documentation, live online, in person sessions, and videos. DFIN Arc Suite is a type of financial reporting software. DFIN Arc Suite is offered as SaaS software. DFIN Arc Suite provides phone support support and online support.

DrillPoint Reports has an intuitive interface that allows you to create simple and complex financial reports. All of these reports can be integrated with your MIP fund Accounting™. DrillPoint Reports makes it easy to access your financial data in Microsoft Excel® and create high-quality financial statements with a familiar, intuitive spreadsheet application. DrillPoint Reports allows you to create custom, high-quality financial reports for your board or external advisors by using any number of pre-formatted templates. DrillPoint reports allows you to manipulate data, add graphs and other advanced Excel features to maximize value of the information that you present to others.

Vareto's platform for financial planning and decision making takes only a few short weeks. Spend less time manipulating the data and more time driving your business forward. Finance software that is flexible and customizable can help you make faster decisions. A 360-degree view of financial and operating performance will help you make smarter decisions. With dynamic dashboards, custom metrics and the ability to take immediate action, it is easy to identify opportunities. Encourage a culture where data-driven decisions are made across your organization. Eliminate the time-consuming data retrieval and emails back-and-forth. Give company leaders instant, self-serve data access. Beautiful visualizations and current data make it simple to take confident and agile decisions.

Mosaic is a Strategic Finance Platform for agile planning, real-time reporting, deep analysis, and more accurate forecasting. Easily consolidating data from ERP, CRM, HRIS, and Billing systems, the platform provides a single-source-of-truth across the business, aligning teams and enabling better decision-making. Today, Mosaic's software is deployed by some of the fastest-growing companies, helping them manage current business performance and plan for the future.

Planwhiz enables finance to connect to other departments and perform variance analysis to identify growth opportunities. Planwhiz connects to accounting, HR and spreadsheets, providing detailed information about each budgeting item. Planwhiz connects everyone to the same page. Planwhiz streamlines your planning process and drives results. Flexible financial planning allows you to quickly adapt to changing circumstances. It is simple to use, accurate and collaborative. Planwhiz offers real-time analysis and insights for all scenarios with pre-built reports like P&L, Cashflow statements and SaaS metrics. Automating repetitive tasks like report-making can help you reduce tedium and increase productivity. You can access your reports whenever you need them. Performance can be shared internally and externally.