eliminate manual data entry

Financial advisors and wealth managers can eliminate manual entry of account data, saving time and money

Have a problem?

If you or someone at your firm is among the 45% of financial advisors* and wealth managers manually entering account data into a back-office system from retirement accounts and 401K statements, you know that it this is costly, inefficient and doesn’t scale as your practice grows. 

ByAllAccounts has a solution.

Our automated data aggregation gathering will improve your back-office efficiency, reduce the cost of operations and uncover held-away assets that you can choose to include in your service fees.  Take our ROI Calculator for a spin to find out how much you could save.

 Our account aggregation software electronically gathers client account data (transactions, positions, balances) on a nightly basis and feeds it directly into your portfolio management system eliminating time consuming manual entry so you can spend less time in the back office and more time servicing clients.  We gather account data from thousands of sources, and add 20-30 new sources each month, so you can be sure we have the investment account data you need.

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

• Eliminate manual data entry of 15+ accounts each month
• Have a comprehensive view of your clients’ account data in your portfolio management system
• Eliminate the days each month it can take one person to enter, verify and reconcile data
• Provide the ability to add assets without adding labor
• Spend less time on back office duties and more on providing wealth management advice
• Deliver comprehensive advice based on a holistic picture of financial assets on demand