Ratings and Reviews 3 Ratings
Ratings and Reviews 0 Ratings
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What is datapine?
Datapine's business intelligence and dashboard software enables users to swiftly transform their data into actionable insights, facilitating data-driven decision-making. With an intuitive drag-and-drop interface, both managers and data scientists can effectively visualize and analyze intricate data sets. Users are empowered to pose critical business questions and obtain immediate responses, enhancing their analytical capabilities. The platform boasts a rich array of advanced analytics features, such as predictive analytics and interactive dashboards, which support the development of KPI-focused business dashboards.
Additionally, it offers numerous data connectors compatible with various common data sources, including databases, flat files, social media analytics, CRM, and ERP systems. The extensive collection of pre-made dashboard templates tailored for diverse business functions—such as marketing, sales management, and HR—and various industries, including retail, logistics, healthcare, and market research, further supports users. Platforms like Google Analytics, Facebook, Twitter, and Zendesk also contribute to a seamless onboarding experience for new users, ensuring they can leverage the software's capabilities from the outset.
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.
Integrations Supported
Amazon Aurora
Co-Pilot
Desktop.com
Google Ads
Google Cloud Platform
Google Sheets
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
MoneyGuidePro
Integrations Supported
Amazon Aurora
Co-Pilot
Desktop.com
Google Ads
Google Cloud Platform
Google Sheets
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
MoneyGuidePro
API Availability
Has API
API Availability
Has API
Pricing Information
$249.00/month
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
RIB Software GmbH
Date Founded
1961
Company Location
Germany
Company Website
www.datapine.com
Company Facts
Organization Name
Morningstar
Date Founded
1984
Company Location
United States
Company Website
www.morningstar.com
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
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Data Analysis
Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics
Data Discovery
Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics
Data Visualization
Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery
Data Warehouse
Ad hoc Query
Analytics
Data Integration
Data Migration
Data Quality Control
ETL - Extract / Transfer / Load
In-Memory Processing
Match & Merge
ETL
Data Analysis
Data Filtering
Data Quality Control
Job Scheduling
Match & Merge
Metadata Management
Non-Relational Transformations
Version Control
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
Predictive Analytics
AI / Machine Learning
Benchmarking
Data Blending
Data Mining
Demand Forecasting
For Education
For Healthcare
Modeling & Simulation
Sentiment Analysis
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
Social Media Analytics Tools
Campaign Analytics
Competitor Monitoring
Customizable Reports
Engagement Tracking
Influencer Tracking
Multi-Channel Data Collection
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