ByAllAccounts, the financial advisors’ choice for account aggregation since 1999, is the only service that retrieves, enriches and consolidates reconciliation-ready account data from any custodian. ByAllAccounts’ patented aggregation engine, through which more than $170 billion in assets flows, aggregates all client account data - from any source - within an advisor’s wealth management platform or trust accounting system for a truly comprehensive view. Thousands of advisors rely on ByAllAccounts to save administrative time and costs, mitigate risk associated with having incomplete information and grow revenues through client referrals and new business development. ByAllAccounts integrates seamlessly with all of the most popular wealth management platforms.
Specialties
Data Aggregation, RIA, Wealth Management Service
New hires at ByAllAccounts
ByAllAccounts Company Blog
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Five Tips on Giving Back to Community and Growing Your Business
May 26, 2012 - May 25, 2012
- May 22, 2012
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Developing New Strategies for More Sophisticated Customers - How Advisors Can Leverage the Cloud
May 19, 2012 -
3 Fundamental Strategies to Minimize the Risk of Losing a Client
May 18, 2012
