SOURCE: ByAllAccounts



April 05, 2011 08:30 ET

ByAllAccounts and AssetBook Partner to Bring Held-Away Account Data Into AssetBook's Online Portfolio Management System

BOSTON, MA and MCHENRY, MD--(Marketwire - April 5, 2011) - ByAllAccounts, Inc. (, the financial advisors' choice for account aggregation and AssetBook, Inc. (, the premier online portfolio management system for investment advisors, today announced a partnership that gives financial advisors access to all of their clients' financial account information within a single web-based platform. AssetBook clients now have the tools they need to report and provide advice on held-away assets and non custodial accounts. The seamless integration of the two companies' technologies gives financial advisors the information and analytics needed to successfully grow their clients' wealth and increase assets under management. 

"The AssetBook/ByAllAccounts interface provides reliable and simple integration passing our held-away account positions into AssetBook," explained R. Douglas Pauley, principal, Pauley Financial Services. "I have tried a number of different solutions to get this right. The AssetBook/ByAllAccounts solution is the only one that has even come close to being sustainable, accurate and affordable." 

Pauley Financial Services (a financial advisor that provides Fee-Only™, fiduciary, comprehensive financial planning and investment management services) uses the integrated offering to provide advice based on a complete view of client assets, including 401(k)s and other held-away accounts. This turnkey solution has eliminated manual data entry and allows the firm to bill on held-away assets. Further, by easily incorporating client portfolio data with financial planning tools and CRM software, the solution has reduced time spent on administrative tasks and helped improve firm-wide efficiency. 

"Once we have all of our data in AssetBook, we can pass this data seamlessly to our financial planning tool and our CRM software," continued Pauley. "It is easy, accurate and dependable."

"Without the burden of learning new systems, financial advisors can immediately benefit from our partnership with AssetBook," said James Carney, ByAllAccounts president and CEO. "By providing a technology that easily integrates with AssetBook and dozens of other platforms, ByAllAccounts aims to give a growing number of financial advisors the tools they need to expand their services and scale their businesses."

"We are extremely excited about our partnership with ByAllAccounts," said Rob Major, AssetBook CEO. "By integrating ByAllAccounts account aggregation capability with our online portfolio management system and offering a complete view of their clients' assets, we are giving our advisors the tools needed to increase efficiencies and the means to grow their businesses while successfully managing their clients' wealth." 

If you are an advisor that is interested in learning more about this integration and would like to see a brief demonstration please contact AssetBook at 301/387-3238.

About ByAllAccounts, Inc.
ByAllAccounts, the financial advisors' choice for account aggregation since 1999, is the only service that retrieves, enriches and consolidates reconciliation-ready account data from any custodian. ByAllAccounts' patented aggregation engine, through which hundreds of billions in assets flow daily, aggregates all client account data -- from any source -- within an advisor's wealth management platform or trust accounting system for a truly comprehensive view. Thousands of advisors rely on ByAllAccounts to save administrative time and costs, mitigate risk associated with having incomplete information and grow revenues through client referrals and new business development. ByAllAccounts integrates seamlessly with all of the most popular wealth management platforms. For more information, visit

About AssetBook, Inc.
AssetBook is a leading provider of web-based portfolio management and reporting software. As the only fully web-based portfolio management and reporting system with a full data service offering, AssetBook is in the business of creating efficiency in financial advisory firms through its user-friendly software, personalized service and value pricing. AssetBook gives registered investment advisors an easy to use platform to minimize their data-related administrative demands and maximize client interaction. For more information, visit

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