Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Skedler?
Skedler provides an exceptionally flexible and easy-to-use platform for reporting and alerting, making it a perfect choice for organizations that wish to exceed customer service level agreements, maintain compliance, and improve operational transparency for their stakeholders. In just a matter of minutes, you can automate reports sourced from Elastic Stack and Grafana. The platform's ability to produce aesthetically pleasing and accurate PDF reports allows managers and clients to avoid the hassle of logging into dashboards. Instead, they can conveniently receive vital operational metrics and trends directly via email in formats such as PDF, CSV, Excel, or HTML. By enabling the rapid automation of these reports, Skedler serves as an effective tool for engaging your stakeholders. Additionally, the process of connecting Skedler to your Elastic Stack and Grafana is both quick and uncomplicated, allowing you to deliver impressive reports to stakeholders in no time. With Skedler's user-friendly no-code interface, even those lacking technical skills can design visually captivating reports and reliable alerts. This empowers stakeholders to better visualize and understand data, while showcasing your capabilities through customizable templates, flexible layouts, and timely notifications, ultimately ensuring that your reporting needs are met with ease. Furthermore, the platform's versatility means it can adapt to the evolving needs of your organization, providing a comprehensive solution for all your reporting and alerting requirements.
What is Orion?
Every organization experiences success in its own distinct manner. Our specialization focuses on implementing technology that is customized to meet a wide array of needs, enabling advisors in different business models to fulfill their fiduciary responsibilities efficiently. We aim to create solutions that go beyond simple technological advancements, fostering a transformative environment that promotes innovation, questions conventional practices, and prepares you for lasting success. By building a robust technological framework with over 100 integrations, you can maintain data integrity through daily reconciliations conducted domestically. Improve teamwork through a versatile client interaction experience, while trading is optimized with a tax-efficient rebalancer. Additionally, you can design tailored SMA investment portfolios and boost your revenue streams with personalized fee and payout structures, leading to sustainable growth for your practice. In the end, our holistic strategy is crafted not just to help you achieve your objectives but to surpass them significantly. This approach empowers you to adapt to the evolving market landscape while ensuring long-term viability and success.
Integrations Supported
Asset-Map
Co-Pilot
Elastic Cloud
Grafana
MoneyGuidePro
Open Dental Software
Pontera
RightCapital
Riskalyze
Salesforce
Integrations Supported
Asset-Map
Co-Pilot
Elastic Cloud
Grafana
MoneyGuidePro
Open Dental Software
Pontera
RightCapital
Riskalyze
Salesforce
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
Guidanz
Date Founded
2010
Company Location
United States
Company Website
www.guidanz.com/product/skedler-reports/
Company Facts
Organization Name
Orion Advisor Technology
Date Founded
1999
Company Location
United States
Company Website
orionadvisortech.com
Categories and Features
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Categories and Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Financial Reporting
"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
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports