In The News

04/04/2014
Investment News, Morningstar's Mansueto sees big opportunity with ByAllAccounts

04/02/2014
ThinkAdvisor, Morningstar Acquires ByAllAccounts for $28M

04/01/2013
Financial Advisor Magazine , ByAllAccounts in conjunction with HWA International: Executive Summary mention.

03/05/2013
BDP Summits, 2013 Bank & Trust Newsletter & Updates: ByAllAccounts blog feature.

02/25/2013
Trusts & Estates, Article by Mark Wickersham (Director of Product Management, ByAllAccounts) on "Single- and Multi-Family Office Outsourcing" featured on WealthManagement.com

02/08/2013
Financial Technologies Forum LLC, ByAllAccounts Featured in FTF News Winter/Spring 2013 Digital Magazine

06/21/2012
Wall Street & Technology, Turning Big Data into a Dashboard for Investment Managers

06/14/2012
Advisor One , Intergenerational Wealth Management: 8 Steps to Becoming a Family Advisor

06/14/2012
Financial Advisor, Forward Progress

06/11/2012
RIABiz, Addepar means to be the only technology platform RIAs will ever need -- and has MIT minds and PayPal money to back it up

05/04/2012
Trust Advisor, 3 Ways to Ask for Referrals

05/04/2012
Registered Rep TV, Interview with James Carney

05/04/2012
Life Health Pro, Survey: Clients Who Get Holistic View Refer More Business, Fire Fewer Advisors

05/04/2012
Advisor One, Top 10 Mobile Apps for Financial Advisors

05/04/2012
The Trust Advisor, Monitoring Employee Trading is no Longer a Nightmare

05/04/2012
Advisor One, Data Portability Breaks Advisors’ High-Tech Chains

05/04/2012
Yahoo News, Matt Lynch Joins ByAllAccounts’ Board of Directors: Increase in Alliance Partners and Expanded Market Focus Fueling Company’s Growth

05/04/2012
Financial Planning, Tiburon's Matt Lynch Joins ByAllAccounts Board

05/04/2012
The Trust Advisor, ROI Means Making Every Minute Count More

05/04/2012
Advsior One, New Hire Roundup: Lynch Joins ByAllAccounts Board; Mariner Names Greiner CIO

05/03/2012
Wall Street & Technology, Turning Big Data into a Dashboard for Investment Managers

03/20/2012
Journal Financial Planning, Downright Revolutionary: But Is Today’s Technology Enhancing Client Interactions?

03/20/2012
AdvisorOne, A Better Way for Even Small Advisory Firms to Monitor Personal Trading

03/20/2012
RIA biz, ByAllAccounts doubled advisory assets aggregated to $400 billion in 2011

02/10/2012
Registered Rep, Are More FAs Singing the Pink Slip Blues?

01/18/2012
Advisor One, 6 Tips for Billing Clients on Held-Away Assets

01/18/2012
Journal of Financial Planning, Marketing Coaches: In Search of the Right Fit

12/05/2011
AdvisorOne, ByAllAccounts’ Carney on Aggregation’s Benefits: Schwab Impact Video

12/05/2011
Registered Rep TV, Providing Data to Advisory Firms with James Carney,

12/05/2011
Wall Street & Technology, LotusGroup Improves Data Management In the Cloud,

12/05/2011
AdvisorOne, Reporting on Alternative Investments in HNW Portfolios

12/05/2011
Financial Advisor Magazine, Advisors Have Ambitious Goals For Adding Clients,

12/02/2011
Financial-Planning.com, The Mitigator

11/28/2011
Financial Advisor, How To Recruit Young Investors

11/07/2011
Plan Adviser, Advertisers See Word of Mouth as Most Effective

10/11/2011
Market Watch, ByAllAccounts Survey Finds Financial Advisors Rate Their Marketing Effectiveness as Low

10/05/2011
Insurance Technologies , SnapShot

10/02/2011
Financial Times, Client Data:Advisers Dig for New Revenue

10/01/2011
Registered Rep, Age of the APP

10/01/2011
Financial Advisor, Advisor Emporium: ByAllAccounts and Redtail Form Partnership

08/25/2011
AdvisorOne, ByAllAccounts, Redtail Join in Tech Partnership Expanding Access to Client Data

08/24/2011
Investment News, The top 20 technology products used by advisers

08/23/2011
Financial-Planning.com, Madoff Scandal Holds Lessons For Financial Advisors

07/12/2011
FA-Mag.com, Frontline News

07/12/2011
Financial-Planning.com, Becoming One

07/12/2011
FA-Mag.com , Envestnet, ByAllAccounts Partner to Offer Reporting Solution

07/07/2011
RIABiz.com, Envestnet unbundles portfolio management software for RIAs and it won't be a sideshow

07/07/2011
WealthBriefing, CRMs Move To Tablet Market With iPad Apps

07/07/2011
RIABiz.com, Fiserv purchase of CashEdge could affect account aggregation space

06/16/2011
RIABiz.com, What a slew of recent RIA surveys say about the firms' hunger for growth

05/25/2011
RIABiz.com, After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software

04/29/2011
RIABiz.com, Trust Company of America adds inexpensive Black Diamond technology -- in its own way

04/29/2011
RIABiz.com and Forbes, Cerulli report: Specialized RIAs likely to win middle-market 401(k) plan battle

04/08/2011
Wall Street & Technology , Firms Adopt New Tools to Aggregate Reports

04/07/2011
advisors4advisors, ByAllAccounts And AssetBook Integration Brings Held-Away Account Data Into AssetBook's Online Portfolio Management System

03/25/2011
CFA Institute eZine, Are We There Yet?

03/16/2011
MENAFN.com, ByAllAccounts' Survey Reveals Financial Advisors Are Missing Opportunity to Attract HNW Clients

03/16/2011
PlanAdviser.com, Not Enough Advisers Use Fiduciary Status as Selling Point

03/16/2011
onwallstreet, Most Advisors Not Marketing Fiduciary Compliance: Survey

02/01/2011
Financial Advisor, Charging For Advice On "Held Away" Assets

12/01/2010
Financial Advisor, X Marks the Spot

11/29/2010
RIABiz, Ron Fiske comes aboard at Envestnet as company unveils its grander technology vision

10/27/2010
RIABiz, Mellody Hobson and Liz Ann Sonders kicked off IMPACT on a bullish note

10/20/2010
Financial Advisor Magazine, Retirement Plan Advisors Need to Be Aware of Potential Changes

09/21/2010
Investment News, Advisers vexed, confused by Dodd-Frank reform

09/17/2010
Memphis Business Journal, Financial Industry Scurries to Understand Dodd-Frank Reform Bill

09/10/2010
FP Pad Blog, Segment of "FPPad Bits and Bytes for September 10"

09/09/2010
RIABiz, ByAllAccounts scores another round of venture capital by dominating niche

09/09/2010
Xconomy, ByAllAccounts Brings In $5M

08/12/2010
RIABiz, What do advisors care about? The new SEC that emerged in July, for one thing.

07/25/2010
Investment Advisor, ByAllAccounts Survey: Account Aggregation Important for Small Advisor Firms

07/13/2010
Investment Advisor, ByAllAccounts Survey Says 45% of Advisors Still Use Manual Data Entry

06/17/2010
Bank Investment Consultant, Wealthy Investors Crave Contact, Ideas from Advisors

06/14/2010
FP Pad Blog, It’s Official: ByAllAccounts Account Aggregation Now Provides Data To Morningstar® Principia® CAMS

06/07/2010
FP Pad Blog, ByAllAccounts and Tamarac Announce Partnership

06/03/2010
RIA Biz, After more than a decade of trying, ByAllAccounts is gaining momentum with advisors -- by taking a new tack

06/03/2010
RIA Biz, Tech Review: ByAllAccounts has built its company brick by brick and the result is a solid product

05/26/2010
Securities Industry News, SmartStream Links to ByAllAccounts for Data Aggregation

04/21/2010
Boston Business Journal, Human Capital: People on the move, Apr. 21

03/16/2010
Investment News, New version of Finance Logix planning software released

03/01/2010
BankInvestment, Giving Free Advice on Held-Away Assets? Here's How to Stop (syndicated)

03/01/2010
On Wall Street, Giving Free Advice on Held-Away Assets? Here's How to Stop (syndicated)

03/01/2010
Financial Planning, Giving Free Advice on Held-Away Assets? Here's How to Stop

02/28/2010
Investment News, Advisers look for ways to squeeze money from their tech budgets

02/18/2010
Fund Action.com, Advisors Boost Revenue Via ‘Held-Away’ Assets

02/18/2010
RIABiz, Nearly half of advisors now charge clinets to manage held-away assets

02/16/2010
FP Pad Blog, Increase Revenue and Client Service by Aggregating Held-Away Assets

03/18/2009
Thomson Reuters, Thomson eXimius and ByAllAccounts Forge Partnership

Media Contact:


Cynthia Stephens

Vice President, Marketing


Office: 781.376.0801 ext.130

cstephens@
byallaccounts.com