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Ratings and Reviews 0 Ratings
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Epicor FinancialsEpicor Financials empowers organizations by streamlining and automating every aspect of their financial activities. By integrating add-on modules from top industry providers, businesses can enhance their accounting and finance operations, enabling teams to work more effectively. Additionally, tools for business intelligence and financial planning facilitate easier reporting and improved decision-making processes. Keeping your system up-to-date in the cloud not only modernizes operations but also ensures robust security. -Enhance both financial and operational planning across various departments. Facilitate connections to diverse data sources to minimize silos. Prioritize workflow automation to boost efficiency and productivity. -Foster greater collaboration between Finance and Accounting teams. Broaden your business's reach on a global scale. With these advancements, organizations can better respond to dynamic market demands.
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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.
Integrations Supported
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Online Training
On-Site Training
Training Options
Documentation Hub
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
Not specified
Financial Modeling
Not specified
Categories and Features
Financial Modeling
Not specified
Financial Risk Management
For Hedge Funds
Portfolio Management
Portfolio Modeling
Investment Management
Not specified
Wealth Management
Not specified