Look Under the Hood of ByAllAccounts

In February 2008, I adopted the use of the ByAllAccounts WebPortfolio 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 successfully integrated it into our operations process.

But until then, I wanted to point out an invitation from the folks at ByAllAccounts to take a “look under hood” of the service.

Martin Dickau, Chief Technical Officer at ByAllAccounts, will be presenting a webinar next week to provide an inside look into the data aggregation process and how the company prepares data to be integrated among a variety of users and their respective portfolio software platforms (e.g. dbCAMS, which my firm currently uses, Schwab’s PortfolioCenter, Advent, Etelligent, and many others).

If you’re the kind of person that likes to know what goes on behind the scenes of software services, I suggest you attend the ByAllAccounts webinar.  Capturing, aggregating, and distributing captive 3rd party account data is likely much more complicated than one would think.

September 17, 2008
2:00 – 3:00 Eastern Time
Click the image below to open ByAllAccounts’ website and click the registration link.

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