ByAllAccounts

RIAs work with clients who may have outside accounts of various types on multiple platforms. These additional assets are a crucial part of the client’s financial picture requiring advisors to access this data in a concise, usable fashion. Using a top data aggregator like ByAllAccounts helps consolidate all of a client’s various accounts to facilitate…

Technology is not a fad

A growing reliance on technology was a trend before 2020 and the COVID-19 pandemic, but this trend will continue to accelerate into every aspect of your business. A software platform like AssetBook’s Pulse can be invaluable as you automate not only your internal processes but work to offer a more robust online portal for your…