ByAllAccounts has a network of 40+ resellers, 4,200+ custodians/data sources and 2,100 clients.
With ByAllAccounts, you can recommend the best investment vehicles for your clients and be confident that you'll have access to the positions, holdings and/or transactions information required for reporting purposes, regardless of your specific portfolio accounting or reporting platform.
From the list below, choose a "target system" or "back office services firm" where you would like aggregated data from ByAllAccounts to be delivered to. You will be directed to the relevant follow-up page to request a quote / demo. If the firm is a reseller of ByAllAccounts one of their sales reps will follow-up with you.
Systems run in-house
Back Office for - Portfolio Center
Back Office for - Advent APX
Back Office for - Morningstar Office
Full Service - Portfolio Management & Reporting
Personal Trading Surveillance
Note: Depending upon the specific target system you selected you will either work directly with a ByAllAccounts sales rep or one of ByAllAccounts' resellers.
Don't see the system you are interested in? Email us at email@example.com