PortfolioCenter + ByAllAccounts Increase Efficiency and Strengthen Client Service with Data Aggregation
The ByAllAccounts Custodial Integrator™ is a data aggregation solution that delivers account information from more than 2,500 financial institutions. The ByAllAccounts PortfolioCenter® interface gathers updated positions, transactions and prices and provides you with reconciliation-ready data for PortfolioCenter.
More than 100 firms use the combined solution from Schwab Performance Technologies and ByAllAccounts to:
- Eliminate manual data gathering and receive substantially quicker delivery of month end statements
- Gain a consolidated view of clients' accounts, including held-away investments such as bank, brokerage, trust and retirement accounts for allocation and reporting purposes
- Increase fee based revenue by providing advice on retirement accounts
Already Using ByAllAccounts?
Access New Support Tools
If you already use PortfolioCenter with the ByAllAccounts Custodial Integrator, take advantage of new support documentation:
Contact your SPT Sales Specialist.
About ByAllAccounts
ByAllAccounts delivers reconciliation-ready data to top investment advisory firms. For more information on ByAllAccounts, go to www.byallaccounts.com.
We provide information about third-party products and services in order to educate you about available solutions that either enhance or extend the capabilities of PortfolioCenter. ByAllAccounts is an independent supplier.