Pricing

Pricing for ByAllAccounts services will be determined by whether you will run the service In-House, or if you have a partner/outsourcer manage the service for you.  For a list of partners we work with click here.

Pricing to use ByAllAccounts IN-HOUSE:


 Pricing is based on the number of accounts being aggregated and the system(s) that ByAllAccounts formats the data for:

Portfolio management system

Starting at $250 per month
   

CRM

Unlimited positions for $290 per month

Setup fees of $500+ apply in the first year. 

If you do NOT want to take receipt of client account login credentials, our WebCompliance product is available for an additional $79 per month.
 

Pricing to use ByAllAccounts OFF-PREMISE:

ByAllAccounts can assist you in selecting a partner. Pricing is available upon request from the partner.

Off-premise pricing assumptions:

  • You don’t run a portfolio management system in-house, and are seeking to outsource database management and reconciliation to a ByAllAccounts partner.

  • Our partners will download data, post it, and do the data reconciliation. 

Click to see our list of financial partners.  

Schedule a phone consultation with us to decide which option is best for you, or for a personalized quote. 

 **Reconciliation is the process of ensuring that cash balances, share quantities and face values in the portfolio accounting system match the data in the position file.

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"If I have to wait for a periodic review of an account or for a quarterly statement, it doesn't allow me to opportunistically look at things and make changes."

-Monica Ness, Principal and CCO, Seascape Capital Management, LLC

"We began to use ByAllAccounts roughly 6 months ago to account for held-away assets. Over the last six months we have added roughly over $30 million of held-away assets to our billing schedule, and these are assets we wouldn't be able to bill otherwise."

-Alex Murguia, McLean Asset Management

"[ByAllAccounts offers] a great service and it improves our productivity immensely."

-Carol Williams-Money,
Guardian Wealth Management

"I have found particularly that the staff at ByAllAccounts has just been exceptional when I have any type of problem with the software."

-John Gill,
Financial Data Systems


"Whenever I've implemented a new technology, like Morningstar or ByAllAccounts, I've been able to spend more quality time with clients, getting to understand their personal lives better and developing truly close relationships."

-Michael Andries, Managing Member of mABC Advisors, LLC