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After more than a decade of trying, ByAllAccounts is gaining momentum with advisors -- by taking a new tack

The account aggregation company is working with former competitors like Advent Software

Author Brooke Southall June 3, 2010 at 5:25 AM
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James Carney: It’s starting to grow because it works.

Kevin Hollingsworth

Kevin Hollingsworth

July 9, 2010 — 10:10 PM


Advent’s Wealthline was a client web portal application and service similar to LIghtport and is not considered account aggregation technology. Advent developed its first custodian data interface in 1989 and the build out of Advent Custodial Data (ACD) soon followed. ACD is a data network that automates account aggregation and has been part of the products and services that Advent has been providing RIAs for 20 years.


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