Mar 1, 2012
Advisor Tested: Market76 is trying to be a better, cheaper platform for advisors -- free, in fact
A former advisor is trying to find the happy medium between jerry-built in-house systems and platforms with too many moving parts
Tag
ByAllAccounts
26 articles
Articles tagged "ByAllAccounts"
Page 2 of 2Jul 7, 2011
Fiserv purchase of CashEdge could affect account aggregation space
$465 million deal is mostly a payment processing technology-grab, according to ByAllAccounts
Jul 6, 2011
Envestnet unbundles portfolio management software for RIAs and it won't be a sideshow
The Chicago firm serves 19,000 TAMP clients with technology, now it wants to take on Advent/Black Diamond
Jun 16, 2011
What a slew of recent RIA surveys say about the firms' hunger for growth
Firms are ready to hire and recruit investors but they're aware that pitfalls abound
May 25, 2011
After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software
Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system
Apr 19, 2011
Trust Company of America adds inexpensive Black Diamond technology -- in its own way
Certain advisors want hyper-customized performance reporting
Nov 29, 2010
(Updated) Ron Fiske comes aboard at Envestnet as company unveils its grander technology vision
The former high-level advisory exec at Fidelity will sit at the right hand of Bill Crager and court RIA custodians
Sep 9, 2010
ByAllAccounts scores another round of venture capital by dominating niche
The account aggregation company impressed new VC firm with high growth and sunny prospects
Jun 3, 2010
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
Jun 3, 2010
Tech Review: ByAllAccounts has built its company brick by brick and the result is a solid product
The account aggregation provider's interface isn't flashy, but it functions well
Feb 18, 2010
Nearly half of advisors now charge clients to manage held-away assets
Shift in billing protocol solves problems for advisors and the clients