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BaySys Technology LLC

Filed under: Portfolio Management System


Company info:

Top executive: Larry Baker

925-984-4869

8 Pulido Court

Danville, California, United States, 94526

RIA department info:

Etcetera:

  • Founded in 1995


Q&A:

What is the service or product you offer to RIAs?

BaySys Technology LLC is an outsourcing, consulting, services and development firm that has provided products and services to the investment advisory community since 1995. Our outsourcing services are tailored to each client’s specific needs, and include daily reconciliation, performance reporting, acting as liaison with GIPS certification firms, architect of custom software and other critical functions. BaySys has developed a billing application called BARS (Billing And Reporting Solution) that is a fully featured billing and reporting system for RIAs. We also develop custom reports and custom interfaces for our clients.

How do you differentiate your offering from competitors?

We strive to provide a very high level of service by acting as not just an outsource provider, but as a business analyst and consulting firm enabling our clients to use us as a one-stop shop.