Institutional-class data facilitates goal-based financial planning
[BOSTON – October 7, 2013] - ByAllAccounts, the sole provider of intelligent data aggregation for financial services companies, and MoneyGuidePro, the leader in goal-focused financial planning, today announced an integration to provide financial account data for financial planning purposes in MoneyGuidePro, from ByAllAccounts.
“The ByAllAccounts aggregation platform allows us to seamlessly deliver institutional-class data to our clients,” said Kevin Hughes from MoneyGuidePro. “This offering exemplifies our commitment to helping advisors create a complete financial plan with accurate asset allocation and performance indicators.”
Goal-focused financial planning needs a complete view of client assets from retirement accounts to alternative investments to traditional equities and bonds. It also requires a laser-focus on data quality that goes far beyond consumer-oriented aggregation. The ByAllAccounts aggregation service now gives MoneyGuidePro users financial account data, across a multitude of account types and thousands of investment sources.
“Our mission is to reduce the cost, complexity and effort of obtaining financial account data for use by financial professionals,” said Vice President of Marketing Cynthia Stephens. “Our exclusive focus in providing institutional-class data makes us an attractive solution for platform providers such as MoneyGuidePro.”
To order the ByAllAccounts service for MoneyGuidePro:
781-376-0801 option 2
MoneyGuidePro, the flagship product of PIEtech, Inc., is an Internet-based financial planning software that helps advisors to create, implement and maintain investment strategies that will best meet the lifetime financial goals of their clients. MoneyGuidePro provides retirement and college planning, asset allocation, insurance needs analysis and estate planning. For more information on MoneyGuidePro, visit http://www.moneyguidepro.com.
About ByAllAccounts, Inc.
ByAllAccounts is the only provider of intelligent data aggregation for financial services companies and the platforms on which their businesses depend. Their patented, intelligent data aggregation system implements a knowledge-based process that uses artificial intelligence to gather and transform financial account data and deliver it to portfolio management, reconciliation, compliance, trust accounting and performance systems.
The financial industry’s most reputable advisory firms, financial institutions, and financial technology vendors rely on ByAllAccounts as their primary connector to structured and unstructured financial account data, enabling them to streamline their third-party relationships and to empower their applications and services. For more information, visit www.byallaccounts.com.