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Articles tagged "ByAllAccounts"


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Jim Lumberg: Our ambition is to become the leading provider of aggregation performance reporting and billing solutions in the marketplace, and we’re investing accordingly.

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

July 6, 2011 at 4:17 PM

Scott Dell'Orfano: Two years ago, advisors were all about calming clients down.

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

June 16, 2011 at 2:33 PM

Rob Major: If you have 200 reports that do everything but cook you breakfast in the morning, you have a system that is unaffordable for 80% of the advisors that are out there.

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

May 25, 2011 at 1:51 PM

Frank Maiorano: “It’s like Intel inside. Our advantage is that your rebalancing and performance reporting will be part of the process without taking an additional step.”

Trust Company of America adds inexpensive Black Diamond technology -- in its own way

Certain advisors want hyper-customized performance reporting

April 19, 2011 at 11:17 AM

Ron Fiske: Bachelorhood is overrated.

(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

November 29, 2010 at 5:49 AM

Venture capitalist Skip Besthoff: You can't just get a bunch of engineers and throw them at the problem... That gave me confidence as an investor.

ByAllAccounts scores another round of venture capital by dominating niche

The account aggregation company impressed new VC firm with high growth and sunny prospects

September 9, 2010 at 4:33 AM

James Carney: It’s starting to grow because it works.

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

June 3, 2010 at 5:25 AM

Karla Paxton: We don’t care what we pull, we don’t care where we send it to.

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

June 3, 2010 at 5:20 AM

James Carney: There's little pushback from clients on the idea of fees on held-away assets

Nearly half of advisors now charge clients to manage held-away assets

Shift in billing protocol solves problems for advisors and the clients

February 18, 2010 at 5:19 AM

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