Listen to what asset managers and financial advisors say about how ByAllAccounts has helped them serve their clients and grow their asset management businesses. Select from case study videos and papers that provide real-world examples of registered investment advisors (RIAs) using our asset management solutions to save time and costs, mitigate risk and significantly increase revenues. Hear from financial advisors in their own words—with these informative first-hand accounts:

To move directly to a particular case study, please click below.
RINET Company, LLC
Seascape Capital Management, LLC
Kenjol Capital Management
mABC Advisors, LLC


Case Study Video 
Brian Rivotto, CEO 
RINET Company, LLC

  • AUM: $1.4 billion

  • Founded: 1974

  • Portfolio Management System: Advent Axys


Case Study Video 
Monica Ness, Senior Portfolio Manager and CCO 
Seascape Capital Management, LLC

  • AUM: $80 million

  • Founded:1994

  • Portfolio Management System: Advent Axys   

 

Case Study Paper
Kenny Landgraf, Patrick Moore, and David Levy
Kenjol Capital Management 

  • AUM: $80 million

  • Founded: 2001

  • Portfolio Management System: Schawb PortfolioCenter

Case Study Paper
Michael Andries, Managing Member
mABC Advisors, LLC

  • AUM: $14 million

  • Founded: 2007

  • Portfolio Management System: Morningstar Office




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"We do bill on held-away assets and the ByAllAccounts software helps us do that. We feel we can add more value this way."

-Monica Ness, Seacoast Capital Management

“I haven’t heard the word scalability used. That’s really what ByAllAccounts allows us to do. It allows for the process to be scalable and takes a lot of the manual labor out of the equation. About $8 million, or 10 percent of our business is assets that are in ByAllAccounts today.”

-David Levy, Kenjol Capital Management

 "A smart decision must focus on technology and scalability of our practice in serving clients."

-Brian Rivotto, RINET Company 
Excerpt from Simplify Your Advisory Business Whitepaper
 

"One of the biggest benefits of using ByAllAccounts is it allows me to work as though I were a large institutional advisor."

-Michael Andries, Managing Member of mABC Advisors, LLC