Business News • MarketWire • ByAllAccounts and AssetBook Partner to Bring Held-Away Account Data Into AssetBook's Online Portfolio Management System |
ByAllAccounts and AssetBook Partner to Bring Held-Away Account Data Into AssetBook's Online Portfolio Management System |
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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. (www.byallaccounts.com), the financial advisors' choice for account aggregation and AssetBook, Inc. (www.assetbook.com), 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.
View More : http://www.marketwire.com/mw/release.do?id=1422601&sourceType=3
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