Press Releases

ByAllAccounts Deepens its Educational Community

Boston, MA — July 16, 2013

ByAllAccounts Deepens its Educational Community

Online learning center links advisors with peers and experts

BOSTON – July 16, 2013 - ByAllAccounts, the sole provider of intelligent data aggregation for financial services companies, today announced the release of its newly re-designed Online Learning Center.  The Online Learning Center comprises nearly 100 whitepapers, videos, webinars, and original industry research, providing on-demand access to educational content so financial professionals can stay current on important issues.  Advisors are encouraged to share the educational materials with their networks, creating an interactive learning environment. 

“I am always amazed at the depth and breadth of subjects that financial advisors need to master, from recruiting techniques, to business development, regulatory trends, and the latest technology tools, not to mention their craft of financial planning and investment management,” said Vice President of Marketing Cynthia Stephens.  “I’m a big believer that peer-to-peer learning is a great way to address any of those subjects and also build relationships that will support careers in the long run.  We want to support this type of educational community.”

ByAllAccounts has built a reputation for delivering materials that offer wealth management professionals timely, actionable advice on compliance, practice management, social media/marketing and technology.  These materials offer more depth and insight than daily news/commentary and more immediacy and regularity than occasional networking with peers at industry events. 

Selected materials in the Online Learning Center include:

  • Whitepapers with: Harold Evensky, compliance experts MarketCounsel, WatsonWheatley, Luther King Capital Management, and SignatureFD

  • Webinars with: ERISA attorney Marcia Wagner, best-selling author Diane B. Henriques, and Sheryl Rowling, CPA/PFS

  • Industry Surveys with: Paladin Research & Registry, Millennium Trust Company, and HWA International

“Advisors don’t always know how they stack up against peers faced with similar issues, and how these peers have solved similar problems,” said Vice President of Marketing Cynthia Stephens.  “What I’ve found is that the advisory community is very supportive and this online learning center will allow advisors to contribute or share their knowledge with each other.”

The Online Learning Center includes the following enhancements and changes:

  • Search capabilities
  • Keyword tagging
  • Social media sharing functionality

About ByAllAccounts, Inc.

ByAllAccounts is the only provider of intelligent data aggregation for financial services companies and the platforms on which their businesses depend. Their patented, intelligent data aggregation system implements a knowledge-based process that uses artificial intelligence to gather and transform financial account data and deliver it to portfolio management, reconciliation, compliance, trust accounting and performance systems.

The financial industry’s most reputable advisory firms, financial institutions, and financial technology vendors rely on ByAllAccounts as their primary connector to structured and unstructured financial account data, enabling them to streamline their third-party relationships and to empower their applications and services. For more information, visit


Media Contact:

Cynthia Stephens

Vice President, Marketing

Office: 781.376.0801 ext.130