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What is Source Medium?

Medium's advanced data infrastructure and reporting mechanisms create a centralized truth source that supports decision-making in the face of growing complexities. Our cutting-edge technology for automated data transfer is engineered to extract, store, and relocate data to your desired destinations. Specifically designed for omnichannel enterprises, our distinctive data transformation methodology guarantees exceptional reliability. This dedication to reliability is the reason our data is recognized as the most trustworthy within the industry. By utilizing our pre-configured data models, we boost data dependability by streamlining tasks related to data preparation, aggregation, and enrichment. Our platform precisely normalizes, aggregates, and authenticates your omnichannel data, ensuring accuracy. We are equipped to address discrepancies, identify missing data entries, enrich datasets with vital information, and consolidate varied reports from numerous channels into a unified view that strengthens overall data integrity. Furthermore, these extensive capabilities empower businesses to explore their data environment with increased assurance and deeper insights, allowing for more informed strategic planning.

What is ByAllAccounts?

ByAllAccounts transforms financial data into actionable insights by aggregating information from a wide array of sources. Our platform compiles raw data from over 15,000 distinct origins. We prioritize independence from specific formats and choose only the highest quality, most comprehensive data available, which allows for a transparent overview of clients’ assets, spending habits, and cash flow trends. We then standardize the gathered data into a cohesive, consistent format that aligns with industry benchmarks and incorporates Morningstar’s proprietary identifiers, effectively converting diverse data into its most useful state. Furthermore, ByAllAccounts utilizes an AI-driven approach to quickly deliver client account information across various systems, including portfolio management, reconciliation, compliance, trust accounting, and performance tracking, which significantly reduces both time commitments and operational costs. Our innovative patented techniques enable us to effectively interpret insufficient data sources and bridge gaps using Morningstar data, thus providing enhanced feeds at the firm level to an extensive network of more than 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators. In addition to this, our commitment to continuous improvement ensures that we adapt to changing market needs, further solidifying our role as a pivotal entity in the financial data aggregation space and empowering our clients with superior operational efficiency and informed decision-making capabilities.

Media

Media

Integrations Supported

Amazon
Amazon Web Services (AWS)
Apiax
Brivo
Chargebee
Co-Pilot
Facebook
Google Ads
Google Cloud BigQuery
Loop Subscriptions
MoneyGuide
Oracle Database
ProTracker Advantage
Shopify
Snapchat
Snowflake
Stripe
Teamstack
TikTok
Visual KPI

Integrations Supported

Amazon
Amazon Web Services (AWS)
Apiax
Brivo
Chargebee
Co-Pilot
Facebook
Google Ads
Google Cloud BigQuery
Loop Subscriptions
MoneyGuide
Oracle Database
ProTracker Advantage
Shopify
Snapchat
Snowflake
Stripe
Teamstack
TikTok
Visual KPI

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

Source Medium

Date Founded

2020

Company Location

United States

Company Website

www.sourcemedium.com

Company Facts

Organization Name

Morningstar

Date Founded

1984

Company Location

United States

Company Website

www.morningstar.com

Categories and Features

Data Management

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

Categories and Features

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

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