Is ByAllAccounts Reading My Blog?
At the end of the first quarter, I posted an entry to my blog titled Done With Quarterly Reports; How About You? I discussed how I inherited a laborious quarterly report process that involved a lot of manual entry of captive account data and ended with reports generated one-by-one.
We’re now using ByAllAccounts to streamline data reconciliation and are generating batch reports from dbCAMS. So I bragged about it in April on FPPad.
Lo and behold, what do I find in my email box upon my return from FPA NexGen 2008? ByAllAccounts is asking, “Done with your quarterly reports yet?”
I’d like to think that I had something to do with it, and that the title of their email is not a coincidence. Oh well, one can only hope! Nevertheless, I thought the subject was close enough that I’d point out the similarities.
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July 31st, 2008 at 4:49 pm
I think this confirms your status as a mover & shaker within the industry
Coincidentally, I’m in the midst of a trial with ByAllAccounts and it’s integration with my outsourced PortfolioCenter vendor. So far, so good.
August 1st, 2008 at 7:58 am
Bill,
Your awesome. Still working on BAA? I will be real curious to see how your experience goes with them. You have vast more patience then me so maybe it will work for you. And it does look like they read your blog. Rip offs!
Mike
September 12th, 2008 at 8:58 am
[...] and Custodial Integrator data aggregation service. I blogged a little bit about it here and here, and am working on a more comprehensive review of the service addressing how I’ve [...]