Request a Quote

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

Advent Axys/APX
Archway
Blueleaf
Financial Navigator, Inc.
HWA International
InData
InvestCloud
MoneyGuidePro
Morningstar Office
Morningstar PrincipiaCAMS
Schwab PortfolioCenter®
WealthAccess
WealthTouch


Back Office for - Portfolio Center

AllBackoffice Consulting
Back Office Support Service (BOSS)
Envestnet B-Ready


Back Office for - Advent APX

Advent On-Demand


Back Office for - Morningstar Office

Back Office Support Service (BOSS)


Full Service - Portfolio Management & Reporting

BlackDiamond
Envestnet Tamarac
Envestnet Vantage
Interactive Advisory Software
Orion Advisor Services
Portfolio Pathway


CRMs

Pareto Platform CRM
Redtail Technology CRM


Personal Trading Surveillance

MyComplianceOffice/TerraNua
StarCompliance



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 sales@byallaccounts.com