CRM

ByAllAccounts supports leading CRM systems so you can build stronger client relationships

We are committed to providing solutions that enable advisors to do business faster and establish and maintain stronger client relationships, which eventually lead to more business.  By partnering with leading CRM systems, we have integrated our account aggregation offering within a familiar workflow that you already know, trust and use every day.

We automate the electronic gathering and normalization of your account-level data from any custodian and translate it into the format suited for the needs of your specific CMS.  Our products are already integrated with the leading CRM systems, giving you the flexibility to select the best technology solution for your business, both now and in the future.

Not sure if we fit with your current CMS solution?  Contact us to find out more.

Tips in selecting an account aggregation solution:

• Choose an aggregation platform designed to support the special needs of your wealth management system and/or CRM
• Make sure the technology is trusted by other professionals with similar needs
• Make sure the data sources that are supported are ones you care about
• If you regularly reconcile accounts, check that the aggregated data is reconciliation-ready