Articles tagged "ByAllAccounts"
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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
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
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
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
(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
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
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
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
Nearly half of advisors now charge clients to manage held-away assets
Shift in billing protocol solves problems for advisors and the clients
