ByAllAccounts, the account aggregation service provider, is holding another “under the hood” session in November. I blogged about their first session in September, but I missed it due to a scheduling conflict.
I signed up for the next session to be held on:
November 5, 2008
2:00 – 3:00 Eastern Time
Visit my previous post to read more or simply go to the ByAllAccounts website to register.
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.
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.
