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.

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This entry was posted on Monday, October 26th, 2009 at 8:42 am and is filed under Efficiency, Portfolio Management Software, Technology. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.