Listen to what asset managers and financial advisors say about how ByAllAccounts has helped them serve their clients and grow their asset management businesses. Select from case study videos and papers that provide real-world examples of registered investment advisors (RIAs) using our asset management solutions to save time and costs, mitigate risk and significantly increase revenues. Hear from financial advisors in their own words—with these informative first-hand accounts:

case study papers

Michael Andries, Managing Member
mABC Advisors, LLC

  • AUM: $14 million

  • Founded: 2007

  • Portfolio Management System: Morningstar Office

Kent Fitzpatrick, Managing Director
Asset Strategy Consultants

  • AUM: $150 million

  • Founded: 1991

  • Portfolio Management System: Envestnet  

Casey Bear, JD, CFP®, CEO
Cranbrook Wealth Management 

  • AUM: $325 million

  • Founded: 1990

  • Portfolio Management System:

Chris Bach, Founding Partner
WealthCloud Partners

  • AUM: $10 million

  • Founded: 2010

  • Portfolio Management System:

Andy Seth, Managing Partner
LotusGroup Advisors

  • AUM: $70 million

  • Founded: 2004

  • Portfolio Management System: Interactive Advisory Software

Kenny Landgraf, Patrick Moore, and David Levy
Kenjol Capital Management 

  • AUM: $80 million

  • Founded: 2001

  • Portfolio Management System: Schawb PortfolioCenter

Sudhir S. Warier, Senior Partner, COO and Mary Meiners, Partner, Portfolio Performance Analyst
Renaissance Investment Management

  • AUM: $4 billion 
  • Founded: 1978 
  • Portfolio Management System: INDATA

case study videos

Brian Rivotto, CEO 
RINET Company, LLC

  • AUM: $1.4 billion

  • Founded: 1974

  • Portfolio Management System: Advent Axys

Monica Ness, Senior Portfolio Manager and CCO 
Seascape Capital Management, LLC

  • AUM: $80 million

  • Founded:1994

  • Portfolio Management System: Advent Axys