Blog Entries in Account Aggregation

Blog Entries in Account Aggregation

Website Usability Rules 101

By Advisor Websites on Wednesday, April 8th, 2015

Spring break is over and school’s back in session! With many youngsters hitting the books, you as a financial advisor may think, “hey, going back to school doesn’t apply to me anymore! I got a website to take care of now.”..Read More »

Take Your Clients “Back to School”

John Anderson, Managing Director, SEI Advisor Network

As I was listening to conversations about “Just Right” reading materials and math homework, my mind started to drift (just like my entire school experience). If “Back to School” night is good for our kids’ success, it would be great for an advisor’s practice...Read More »

Do you need account aggregation? [Assess yourself now]

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, September 11th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

Why should you use automated account aggregation? After all, according to the idiom – “if it ain’t broke, don’t fix it”. If you receive consolidated client reports for review meetings, you may not realize how many hours went into preparing them, time that could have been re-allocated to higher value-add activities. How will you scale without adding operations heads, as the firm adds new clients in 2015?..Read More »

ByAllAccounts Aggregation Solution

Don McHenry, Technical Relationship Manager, ByAllAccounts

Are you already using ByAllAccounts Aggregation Solution? During this webinar, you’ll learn more about Getting Started; Data Connectivity; How we deliver data; Security & Privacy...Read More »

Location Optimization

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, August 13th, 2014

Sheryl Rowling, CEO, Total Rebalance Expert

In this article, I'm going to discuss location optimization. Location optimization, once you understand it, can be a great tool to save your clients tax dollars while differentiating yourself from the competition...Read More »

ByAllAccounts Reseller Spotlight Series: Orion Advisor Services, LLC

By ByAllAccounts Reseller Spotlight Series on Tuesday, May 20th, 2014

ByAllAccounts Reseller Spotlight Series

Orion Advisor Services, LLC (“Orion”), is the premier portfolio accounting service provider for advisors. The firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients...Read More »

Learn more about ByAllAccounts data connectivity [podcast]

By ByAllAccounts, Podcast Series on Thursday, May 1st, 2014

ByAllAccounts, Podcast Series

ByAllAccounts provides connectivity to thousands of Financial Institutions (e.g., Fidelity) and data sources (e.g., Fidelity Net Benefits). We add one or more new direct feed sources each month and one or more other sources each day...Read More »

ByAllAccounts Reseller Spotlight Series: Blueleaf

By ByAllAccounts Reseller Spotlight Series on Monday, April 28th, 2014

ByAllAccounts Reseller Spotlight Series

Blueleaf is a financial advisor's ultimate client engagement platform. Blueleaf equips advisors with the tools needed to keep clients informed and engaged all year long, automatically. Our intuitive client portal includes deeply embedded account aggregation, simplified performance reporting, automated client communication and sophisticated engagement tracking, document sharing and billing...Read More »

Announcement

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Sunday, April 13th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

As you are likely aware, a security vulnerability, dubbed “Heartbleed,” was discovered in recent versions of OpenSSL, which is used throughout much of the Internet...Read More »

Simplifying the Mystery Around Accessing Held-Away Account Data

Getting data into an account or a reporting platform can be a bit complicated. To start, you will need to decide among several types of data feeds when you are pulling in information. Consider your goals: Do you want to report only on your traditional custodial assets? Would you like to provide your clients with a holistic “total” view of all their resources so you can more completely advise them on their options?..Read More »

What data sources information do you need to get started with account aggregation?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, February 27th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

As I speak with advisors, I find many who have made the business decision to begin using account aggregation to gather and report on outside assets. I would guess that most are already familiar with the benefits of aggregation. Some of these advisors, however, are hesitant to get started because they don’t know what information is going to be needed and don’t want to ask their clients for it. Today I’m going to lay out what you’ll need to know and how to gather it...Read More »

Want to learn more about ByAllAccounts? Visit us this week at the TD Ameritrade National Conference

By Lindsey Starr, Marketing Coordinator, ByAllAccounts on Tuesday, January 28th, 2014

In a recent Investment News article Sheryl Rowling, Principal of Rowling & Associates, said “ByAllAccounts helps capture 401(k) and other similar assets without banging the door down." Want to learn more about how we help advisors like Sheryl? Visit us in the VEO Integration area at this year’s TD Ameritrade National Conference...Read More »

How does the SEC feel about account aggregation?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Friday, January 24th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

If your fiscal year ended December 31st then someone is likely in the process of preparing to submit the ADV form to the SEC. Perhaps this is why I’ve received a few recent calls from attorneys asking about custody on behalf of their advisory clients. Or, maybe the recently issued Examination Priorities for 2014 is on everyone’s radar. In either case you may be wondering how the SEC feels about account aggregation. Let me answer that question for you...Read More »

How many accounts are enough to justify cost effective aggregation?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, January 7th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

One reason why account aggregation may not have made it to the top of your list is because you don’t know whether now is the right time to pull the trigger on it and justify the investment of time, and money, to get started...Read More »

Technology to boost customer service and lift AUM? It exists.

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, December 10th, 2013

Sheryl Rowling, CEO, Total Rebalance Expert

If I told you that an affordable technology could help you provide better service to your clients and increase your assets under management effortlessly, would you be interested? There is such a product, yet most advisers are not utilizing it. I'm referring to ByAllAccounts...Read More »

Turn “Left Behind” 401(k) Accounts Into IRAs That Increase Your AUM

By James Carney, CEO, ByAllAccounts on Monday, December 2nd, 2013

James Carney, CEO, ByAllAccounts

The data is readily available. And there’s a new way to use it to capture millions of investment dollars and increase your firm’s AUM. It’s really very simple: Right now, when many people change jobs, they often do not roll over the funds from their previous employers’ 401(k) into a new IRA. Instead, the money just sits there in the old 401(k)...Read More »

3 Ways Account Aggregation Can Help Your Practice in 2014

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, November 21st, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

In the past few years many RIAs have come to realize that clients with retirement accounts not currently being administered by one of their custodians represent a sales opportunity. By integrating these outside assets into rebalancing software they can better service clients and increase revenue if they choose to bill on those assets...Read More »

1 Way to Increase Client Satisfaction

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Wednesday, October 9th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

New national survey shows that 55% of advisors who manage their clients’ held-away assets say it has increased client satisfaction. The market is shifting from comparisons with an industry benchmark to personal goal-based wealth management. This may help explain why 86% of financial professionals who took our national survey said reporting on all of a clients’ assets is Extremely/Very important, up from 72% in 2010...Read More »

How to Grow Your UHNW or Family Office Practice

We are delighted to have Jon Carroll, President and CEO of Family Office Metrics LLC, as a guest speaker on How to Grow Your UHNW or Family Office Practice. Family Office Metrics, LLC, headquartered in New York, NY was conceived in 2001 when Jon Carroll left the multi-family office where he had worked for seven years previously. Since then, Family Office Metrics has worked with over 125 clients on 200+ projects to deliver total solutions to business, operations and technology problems – solutions designed to evolve with your business...Read More »

You May Not Know Where Gold Is Going, but You Can Aggregate Its Value for Clients

By James Carney, CEO, ByAllAccounts on Thursday, May 30th, 2013

James Carney, CEO, ByAllAccounts

In recent months, the price of gold has dropped considerably, and where it goes from here is anybody’s guess. According to Bloomberg, gold futures in New York have fallen 18% in the past three months. Consider, too, that in August, 2011, gold was priced at $1,888 an ounce, while today, as I write this blog, it’s at $1,462.50...Read More »

Develop an Expert Status That Attracts Your Target Market

By Rosemary Smyth, MBA, ACC, Author on Wednesday, May 29th, 2013

Rosemary Smyth, MBA, ACC, Author

When you have a toothache, you don't go to your local mechanic's shop to have a cavity filled and when your car isn't running properly, you don't pay a visit to your dentist. Rather, you go to the professional who has the education, experience, and qualifications to solve it. You go to the EXPERT...Read More »

Change Your Thinking and Decrease Your Reconciliation Process. – There is Value in Providing Position Only Account Data – Part 2

Karla Paxton, Client Engagement Manager, ByAllAccounts

Another reason to consider position only data is; when you are reporting on held away assets, sometimes getting access to the transactions is not an option. The website does not have them or, if they do, they are not at a level where they can be accurately interpreted. With this type of access it would be better to just pull in the positions and at least provide your client the ability to look at what is in their account on a day to day basis...Read More »

How Automation and Scalability Can Keep You Compliant

By James Carney, CEO, ByAllAccounts on Monday, April 15th, 2013

James Carney, CEO, ByAllAccounts

With the recent news about JPMorgan Chase and its $6.2 billion loss in derivatives trading, there are renewed calls for increased government oversight and tightened regulations on today’s financial services firms...Read More »

5 Steps for Simplifying the Movement of Data Through Your Organization

By James Carney, CEO, ByAllAccounts on Wednesday, April 3rd, 2013

James Carney, CEO, ByAllAccounts

For advisors, adding new technology can be a huge step, whether you’re installing or upgrading a portfolio management system, CRM, planning tool, rebalancing software, client portal or any other application...Read More »

How to Improve the Operational Efficiency of Trust Services

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, March 26th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

Demand for trust services is on the rise. One in two (57%) financial professionals recently polled in a Wealth Transfer, Estate Planning and Planned Giving Survey cited an increase in demand last year. And, 46% believe there will be a further increase of up to 20% this year...Read More »

Goal-Based Wealth Management: Preparing Clients for Retirement

By James Carney, CEO, ByAllAccounts on Tuesday, February 19th, 2013

James Carney, CEO, ByAllAccounts

Retirement is not what it used to be. Once, with a sound, performance-based wealth management plan, our forebears could count on an adequately-funded retirement in which they had sufficient assets to meet their needs...Read More »

Show (Don’t Tell) Your Clients Your New Technology Tools

Susan Glover, President, Susan Glover & Associates, LLC

Congratulations! You just implemented a new ______________ (insert CRM, portfolio reporting, re-balancer, client portal, etc.) and you see an immediate improvement in the efficiency of your back-office. These sophisticated tools can store more client data, automate the consolidation of client assets, and streamline the reporting process to shorten the delivery time...Read More »

Don’t Accept the Inefficiencies of Manual Data Entry

By James Carney, CEO, ByAllAccounts on Monday, January 14th, 2013

James Carney, CEO, ByAllAccounts

Does this scenario sound familiar? There are particular asset classes you think could benefit your clients and firm—different types of alternative investments, for example—but the harsh reality is that you’re simply not prepared for the torrent of unstructured data that the custodians, asset managers or other keepers of the data for the funds in these categories are about to throw at you...Read More »

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