Press Releases

05/14/2013
BOSS adds Morningstar Office

10/04/2012
ByAllAccounts Awarded Additional Patent

06/25/2012
ByAllAccounts and INDATA Offer Guidance on Updating Technology

05/15/2012
Advent Software Selects ByAllAccounts to Provide Retail Account Information to Advent OnDemand® Users

05/04/2012
ByAllAccounts and Portfolio Pathway Partner to Provide a Unified Account Data View

04/13/2012
Matt Lynch Joins ByAllAccounts’ Board of Directors

02/22/2012
Demand for Consistent Account Data From Multiple Custodians in a Single Data Stream Fuels ByAllAccounts' Growth

02/22/2012
Mark Wickersham Named Director of Product Management at ByAllAccounts

02/10/2012
ByAllAccounts’ Survey Reveals Why Investors Hire, Fire Financial Advisors

11/10/2011
ByAllAccounts’ Webinar to Offer Financial Advisors Tips on How to Stand out in a Crowded Space

10/20/2011
Financial Advisors Rate Their Marketing Effectiveness as Low, According to ByAllAccounts Survey

08/23/2011
ByAllAccounts and Redtail Technology Offer Centralized Access to Clients’ Comprehensive Account Data

08/12/2011
ByAllAccounts' Survey Reveals Outsourcing Trends Among Financial Advisory Firms

08/10/2011
ByAllAccounts Brings Financial Advisors New Insights on Maintaining Trust in a Post-Madoff World

07/12/2011
Envestnet® and ByAllAccounts Partner to Offer Data Aggregation Service

05/25/2011
ByAllAccounts’ Survey Reveals Financial Advisors See Business Benefits from Tablet Computers

04/05/2011
ByAllAccounts and AssetBook Partner to Bring Held-Away Account Data into AssetBook

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

02/07/2011
ByAllAccounts Aggregates over $200 Billion in Investor Assets Daily

12/15/2010
ByAllAccounts to Host Webinar on Billing on Held-Away Assets

11/09/2010
Frazier Financial Advisors Builds Wealth with ByAllAccounts Account Aggregation

10/26/2010
ByAllAccounts’ Survey Reveals the Top Reasons Financial Advisors Would Consider New Portfolio Management System

09/15/2010
Financial Advisors Not Bullish About Dodd-Frank and Other Wall Street Regulations

09/08/2010
ByAllAccounts Receives $5 Million to Fuel New Growth

08/17/2010
Compliance11 and ByAllAccounts Partnership Revolutionizes Personal Trading Compliance

08/02/2010
ByAllAccounts and Total Rebalance Expert (TRX) Offer Financial Advisors Holistic Approach to Rebalancing

07/12/2010
ByAllAccounts Survey of Financial Advisors Reveals “Must-Have” Technologies

06/21/2010
ByAllAccounts and Cornerstone Revolutions Enhance Portfolio Management System

06/14/2010
ByAllAccounts Offers Enhanced Account Aggregation to Morningstar Principia CAMS Users

06/07/2010
ByAllAccounts and Tamarac Deliver All-in-one Platform

06/02/2010
ByAllAccounts Partners with Ebix CRM to Streamline Workflow for Financial Advisors

05/25/2010
Smartstream and ByAllAccounts Partner to Deliver

04/20/2010
ByAllAccounts Bolsters Executive Team with Sales and Business Development Veteran

03/30/2010
ByAllAccounts’ WebPortfolio Compliance Service Gives Financial Advisors Custody Rule Relief

03/23/2010
FamilyOfficeNetwork expands Total AggregationTM through Partnership with ByAllAccounts

02/16/2010
Survey of Financial Advisors Shows Many Are Missing Major Growth Opportunity:

01/19/2010
ByAllAccounts Awarded Patent for Financial Portfolio Management Technology

Media Contact:

Cynthia Stephens

Vice President, Marketing

Office: 781.376.0801 ext.130

cstephens@
byallaccounts.com