ByAllAccountsMorningstar
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CubeWeaverLPNR
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Related Products
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About
ByAllAccounts transforms financial data into insight through account aggregation. We aggregate raw data from over 15,000 sources. Because we are agnostic to formats, we choose the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows.
We standardize aggregated data into a single, consistent model based on industry standards and Morningstar’s proprietary identifiers, transforming disparate data into its most usable 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.
We use our patented process to make sense of insufficient data sources and to bridge gaps with Morningstar data, delivering enriched firm-level feeds to a network of over 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators.
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About
Scales better than a spreadsheet. Multidimensional data model: Thousands of worksheets can be managed efficiently. Transform, aggregate or copy millions of cells with just several clicks. The data is always ready for BI and dashboards. Reliable formulas: No broken references or endless copy/pasting. Express complex logic with just formulas by using the relations inside the data model instead of error prone VLOOKUPs. Multi-user access: Hundreds of users can work with the model simultaneously. Security by design: You decide which parts of every worksheet are shared with others. Special permissions can be granted to add or remove rows. Only model designers can see or change the formulas. Easier to use than a multidimensional database. Easy to use, easy to learn: People familiar with spreadsheets can master the system in a matter of one or two days. You can use the same standard functions. Many spreadsheet models can be translated one to one to CubeWeaver.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investment firms, financial services and fund managers that need to provide visibility into clients’ holdings, spending habits, and cash flows
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Audience
Businesses interested in replacing their spreadsheets with a a cloud-based software
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$30 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMorningstar
Founded: 1984
United States
www.morningstar.com
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Company InformationLPNR
Germany
cubeweaver.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Financial Reporting Features
"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
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Financial Reporting Features
"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
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Integrations
Apiax
Brivo
Co-Pilot
MoneyGuide
ProTracker Advantage
Teamstack
Visual KPI
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Integrations
Apiax
Brivo
Co-Pilot
MoneyGuide
ProTracker Advantage
Teamstack
Visual KPI
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