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What is RMI Insights?

Bring all your historical financial data together in a single location to facilitate instant financial projections and pro forma computations. By implementing a machine learning-driven approach, the platform utilizes sophisticated algorithms to enhance and refine key forecasting assumptions, enabling users to adjust these variables visually to better fit their specific requirements. You can create customized reports and dashboards that showcase easily interpretable analyses, including operational metrics, financial trends, and important key performance indicators. RMI Insights acts as a cloud-based financial modeling automation solution that harnesses machine learning technology, empowering accounting firms and small businesses to plan for their financial futures without the pitfalls of traditional and error-prone spreadsheet methods. This adaptable platform is source-agnostic, allowing you to upload or link your historical financial information in various formats, such as Excel, PDF, or CSV, as well as facilitating direct integration from accounting systems. Once your historical data is extracted, RMI Insights organizes it into a consistent structure for effortless analysis, guaranteeing that financial planning becomes more efficient and dependable than ever before. With RMI Insights, navigating the intricacies of financial forecasting is simplified, allowing for a more streamlined decision-making process that enhances overall financial strategy. Embrace this powerful tool to transform the way you manage financial data and prepare for future growth.

What is AdvisoryWorld?

Our robust API facilitates the development of advanced user experiences, gaining the trust of leading investment advisors who depend on AdvisoryWorld’s web applications to improve their wealth management strategies. Users are empowered to explore and assess investment prospects based on a wide array of criteria, such as asset classification, manager experience, performance indicators, and specific investment styles. Investments can be compared effectively through diversification and performance metrics that include Asset Allocation, Hypothetical Historical Performance, as well as various Modern Portfolio Theory metrics like Standard Deviation and Sharpe Ratio, among others. Additional comparisons can be conducted using indicators such as P/E Ratio, Duration, Expense Ratio, and geographic elements like Country and Region, along with Sector and Equity Overlap, all while complying with Standardized Returns requirements set forth by FINRA. The platform simplifies the creation of customizable Asset Fact Sheets and facilitates side-by-side investment comparisons in a user-friendly manner. With institutional-level financial modeling tools seamlessly integrated into an intuitive interface, users can easily build and evaluate portfolios. Moreover, the platform provides in-depth analysis on how factors like dividend reinvestment, capital gains, fees, sales charges, and rebalancing rates influence portfolio performance over time, ultimately delivering a holistic wealth management solution that caters to diverse client needs. This ensures that advisors can tailor their recommendations with precision, enhancing the overall investment experience for their clients.

Media

Media

Integrations Supported

MoneyGuidePro

Integrations Supported

MoneyGuidePro

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RMI Insights

Date Founded

2018

Company Location

United States

Company Website

rmiinsights.com

Company Facts

Organization Name

AdvisoryWorld

Date Founded

1987

Company Location

United States

Company Website

www.advisoryworld.com

Categories and Features

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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