ByAllAccounts - Aggregating the World of Wealth

WebPortfolio™ Compliance

The WebPortfolio^TM Compliance service provides a secure and cost-effective way to benefit from account aggregation without taking receipt of client login credentials, thereby eliminating custody of those assets. 

Investors enter client credentials using a secure web-based interface.  Once setup, the account aggregation engine gathers information from thousands of sources and multiple formats, normalizes it, and delivers it in a usable form to a financial advisor’s back office.

Benefits

• Provide a secure, consolidated client record, easing compliance and mitigating risk
• Get a new source of revenue by billing on held-away assets that you provide advice on
• View custodian source data to address reconciliation questions without having client login credentials
• Improve workflow and save time by eliminating manual entry of held-away account information into a back-office system from statements
• Potentially eliminate a costly surprise examination of assets by an independent CPA
• Increase referrals from centers of influence (e.g., CPAs, separate account managers)

• Resources

  What do amendments to the custody rule mean to you? Watch the webinar replay.

  Short Video featuring James Carney, CEO of ByAllAccounts on how we address the custody rule. Watch the Video.

  ByAllAccounts’ WebPortfolio Compliance Service Gives Financial Advisors Custody Rule Relief. Read the Press Release.