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See what our partners are saying about us:
“Tamarac is focused on enabling advisors to better service the investors they support as well as run a more efficient business through our Advisor Xi suite and our integration partners. Leveraging ByAllAccounts to integrate investor 401k, 529 and other held away assets has clearly become an area where advisors have been able to provide incremental value to their clients. Over the course of the last year we’ve seen a significant increase in the number of advisors adopting a strategy to provide advice to all of their investor’s assets and ByAllAccounts is the perfect solutions to deliver this value.”
-Stuart Depina, Chairman & CEO, Tamarac
“As a practicing RIA and CEO of Total Rebalance Expert (TRX), I have experienced the benefits of account aggregation first-hand. As an RIA, ByAllAccounts has allowed my firm to incorporate management of clients' 401(k)s and annuities, providing our clients with comprehensive management while providing our firm with additional AUM and fee revenue. As a user of TRX, ByAllAccounts combined with TRX's seamless integration makes tax-efficient management at the household level easy!”
-Sheryl L. Rowling, CPA/PFS, Co-Creator & CEO, Total Rebalance Expert
“Our goal is to make it easier for advisors to provide holistic views of their client’s wealth and enhance the value of their advice while increasing assets under management. The level of access and insight that Envestnet|Vantage™ delivers gives advisors a competitive edge in an increasingly crowded field. ”
-James Lumberg, Managing Director for Reporting Solutions, Envestnet
“We did the [ByAllAccounts] integration to provide an additional avenue for an advisor to gather a complete client financial picture by getting the held-away assets auto-populated into their CRM. It also allows us to utilize the data in other integrations such as financial planning by sending a more complete set of financial data. The integration is really being received well because of the simplicity to enable the integration and the quality of data.”
-Brian McLaughlin, CEO/CTO, Redtail Technology
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