ByAllAccounts Overview

ByAllAccounts is designed for Wealth and Trusted Investment Advisor organizations who are trying to expand their High Net Worth AUM/business by advising clients on held away assets. These trusted advisors need to automate their current data entry into portfolio management and trust accounting systems for operational efficiencies. ByAllAccounts allows them to provide performance based reporting and a consolidated/holistic view of all their clients assets.

ByAllAccounts provides a unique combination of transaction detail, data quality, and custodian coverage specifically required for the wealth management market.

Our exclusive focus is on gathering, enhancing, and delivering quality detailed daily portfolio data that is ready for reconciliation.

Partnerships

ByAllAccounts has several strategic partnerships across a broad spectrum of software, outsource and solution providers. We currently provide versions of Custodial Integrator for the following systems:

  • Advent Axys/APX™
  • Schwab PortfolioCenter/Centerpiece™
  • INDATA™
  • Morningstar® Advisor Workstation
  • SmartStream TLM™
  • …and many more through our Custodial Integrator Universal™

  • Our Aggregation Advantage

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In the News:

Compliance11 and ByAllAccounts Partnership Revolutionizes Personal Trading Compliance Read the Press Release

ByAllAccounts and Cornerstone Revolutions Enhance Portfolio Management System.
Read the Press Release

ByAllAccounts Survey of Financial Advisors Reveals "Must-Have" Technologies.
Read the Press Release

Webinars:

Dodd-Frank Reform Bill and Amendments to the SEC custody rule - what do they mean for you? Live Webinar on September 15th 2PM ET Register Now!

Advisors Spend More Time with Your Clients, Not in the Data. Featuring Envestnet | B-Ready Outsourcing
Watch the Replay Now!

To Custody or Not to Custody Webinar featuring NRS.
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How important is providing advice / reporting on all of your client's account information (those under management, under supervision or monitored and held away)?