ByAllAccounts, one of the leading asset aggregation providers in the independent investment adviser space, just announced two incentives for advisers using the Schwab Performance Technologies® PortfolioCenter® portfolio management system.
Here are the details:
If you’re a current PortfolioCenter® user, you can earn a $500 credit for each referral that signs up for the aggregation service by December 31, 2009.
If you’re not a current user and sign up before December 31, 2009, you’ll receive one free quarter of aggregation services. Put another way, new advisers save 25% off the annual ByAllAccounts aggregation fee.
Click here to see the offer on the ByAllAccounts website along with 3 short lines of rules.
Again, I’m not paid to push ByAllAccounts (or any of the other vendors and service providers I write about); I’m a past user and understand the leverage their service can add to the right advisory firm that continues to update captive account information manually each month from paper statements.
