Grow Assets Under Advisement

ByAllAccounts helps financial advisors and wealth managers grow assets under management

Have a problem?

Two thirds of financial advisors told us that business growth is their top priority**.  The challenge is that many financial advisors find increasing assets under management difficult as their aging client base - retiring Baby Boomers - begin to de-cumulate wealth.  If you aren’t providing advice on all  your clients' retirement and investment accounts you may be missing a big growth opportunity. 

We have a solution.

Using our account aggregation software allows professional wealth managers to discover your clients’ held-away assets that you may not be aware of (such as an employer sponsored 401K and other retirement accounts) and provide advice on them, increasing your share of wallet and helping you grow assets under management.  When you regularly provide financial advice on all retirement accounts, you’re more likely to have clients roll-over these accounts when they retire.

Is this solution right for you?  It is if you want to:

• Report and provide financial advice on all your clients’ assets -- retirement and investment accounts
• Bill for services provided on held-away assets
• Capture more retirement account assests when your clients retire
• Have a comprehensive view of your clients’ account data in your portfolio management system
• Spend less time on back office duties and more on providing wealth management advice
• Communicate more effectively with your clients