Gather brokerage accounts electronically for shadow accounting without restricting where clients hold assets
Bank trusts, family office/trust and independent trust companies use us to:
ByAllAccounts provides connectivity to thousands of financial institutions (e.g., Fidelity) and data sources (e.g., Fidelity Net Benefits).
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“ByAllAccounts was the best solution for Parkside Financial Bank & Trust. Not only did it integrate seamlessly with Advent APX®, it allowed us to differentiate our reporting from other trust and family offices. We are able to offer our clients a complete and accurate financial picture, while not restricting them on where their assets are held.”
-James Hannon, EVP Operations, Parkside Financial Bank and Trust
“Using ByAllAccounts for shadow accounting purposes saves me easily 2-3 hours per week manually entering data into our trust accounting platform, time that I can now devote to doing something else.”
-Debbie Miller, Trust Operations Manager, Capital Mark Bank and Trust