Blog Entries in Account Aggregation

Blog Entries in Account Aggregation

ByAllAccounts Aggregation Solution

Are you already using ByAllAccounts Aggregation Solution? During this webinar, you’ll learn more about Getting Started; Data Connectivity; How we deliver data; Security & Privacy...Read More »

Location Optimization

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, August 13th, 2014

Sheryl Rowling, CEO, Total Rebalance Expert

In this article, I'm going to discuss location optimization. Location optimization, once you understand it, can be a great tool to save your clients tax dollars while differentiating yourself from the competition...Read More »

ByAllAccounts Reseller Spotlight Series: Orion Advisor Services, LLC

By ByAllAccounts Reseller Spotlight Series on Tuesday, May 20th, 2014

ByAllAccounts Reseller Spotlight Series

Orion Advisor Services, LLC (“Orion”), is the premier portfolio accounting service provider for advisors. The firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients...Read More »

Learn more about ByAllAccounts data connectivity [podcast]

By ByAllAccounts, Podcast Series on Thursday, May 1st, 2014

ByAllAccounts, Podcast Series

ByAllAccounts provides connectivity to thousands of Financial Institutions (e.g., Fidelity) and data sources (e.g., Fidelity Net Benefits). We add one or more new direct feed sources each month and one or more other sources each day...Read More »

ByAllAccounts Reseller Spotlight Series: Blueleaf

By ByAllAccounts Reseller Spotlight Series on Monday, April 28th, 2014

ByAllAccounts Reseller Spotlight Series

Blueleaf is a financial advisor's ultimate client engagement platform. Blueleaf equips advisors with the tools needed to keep clients informed and engaged all year long, automatically. Our intuitive client portal includes deeply embedded account aggregation, simplified performance reporting, automated client communication and sophisticated engagement tracking, document sharing and billing...Read More »

Announcement

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Sunday, April 13th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

As you are likely aware, a security vulnerability, dubbed “Heartbleed,” was discovered in recent versions of OpenSSL, which is used throughout much of the Internet...Read More »

Simplifying the Mystery Around Accessing Held-Away Account Data

Getting data into an account or a reporting platform can be a bit complicated. To start, you will need to decide among several types of data feeds when you are pulling in information. Consider your goals: Do you want to report only on your traditional custodial assets? Would you like to provide your clients with a holistic “total” view of all their resources so you can more completely advise them on their options?..Read More »

What data sources information do you need to get started with account aggregation?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, February 27th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

As I speak with advisors, I find many who have made the business decision to begin using account aggregation to gather and report on outside assets. I would guess that most are already familiar with the benefits of aggregation. Some of these advisors, however, are hesitant to get started because they don’t know what information is going to be needed and don’t want to ask their clients for it. Today I’m going to lay out what you’ll need to know and how to gather it...Read More »

Want to learn more about ByAllAccounts? Visit us this week at the TD Ameritrade National Conference

By Lindsey Starr, Marketing Coordinator, ByAllAccounts on Tuesday, January 28th, 2014

In a recent Investment News article Sheryl Rowling, Principal of Rowling & Associates, said “ByAllAccounts helps capture 401(k) and other similar assets without banging the door down." Want to learn more about how we help advisors like Sheryl? Visit us in the VEO Integration area at this year’s TD Ameritrade National Conference...Read More »

How does the SEC feel about account aggregation?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Friday, January 24th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

If your fiscal year ended December 31st then someone is likely in the process of preparing to submit the ADV form to the SEC. Perhaps this is why I’ve received a few recent calls from attorneys asking about custody on behalf of their advisory clients. Or, maybe the recently issued Examination Priorities for 2014 is on everyone’s radar. In either case you may be wondering how the SEC feels about account aggregation. Let me answer that question for you...Read More »

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