Traffic_Source:
sfga:
Company Name:
First Name:
Last Name:
Email Address:
Phone Number:
Firm Type:
Please Select
RIA
Advisory - Affiliated with a Broker-Dealer/Wirehouse
Advisory - Affiliated with an Independent Broker-Dealer
Asset Manager
Family Office
Broker Dealer
Wirehouse
Custodian
Financial Planning
Accounting
Law
Bank
Hedge Fund
Mutual Fund
Technology Vendor
Consulting
PR/Media
Other
Target System:
Please select
Advent Axys
Advent APX
PortfolioCenter
Morningstar Office
Morningstar PrincipiaCAMs
Morningstar Back Office
Envestnet
Tamarac
OrionDesktop
Black Diamond
Albridge
AccuTrust
Advantage
Eqis
APL
AssetBook
Charlotte
IAS
IDS-GIM2
IM Power
InData
InfoVisa
Investigo
Money Guide Pro
OptimaIAS
Proprietary
TLM
Trust3000
Unknown
VestMark
Other
None
AUM:
Please Select
Less than $25 Million
$25-100m
$100-300m
$300-500m
$500-700m
$700m-1B
More than $1B
Position/Role:
Please Select
Principal
Advisor
Asset Manager
Compliance
Administrator
IT/Technology
Financial Planner
CPA/Accountant
Attorney
Marketing/PR
Other
Primary Business Need:
Please Select
Eliminate Manual Data Entry
Billing on Held-Away Assets
Personal Trading Surveillance
Grow Assets Under Management (AUM)
Outsource Back-Office Functions
Eliminate Custody of Client Accounts
Client Acquisition & Retention
Other
None
Back-Office Outsourcer:
Please select
Yes
No
No, but currently in the market
Primary Custodian:
Please select
Fidelity
JP Morgan
Pershing
Raymond James
Schwab
TD Ameritrade
State Street
Northern Trust
Other
None
CRM System:
Please select
Custom
Ebix
Junxure
Microsoft
Other
Redtail
Salesforce.com
Satuit
ACT
Advisors Assistant
None
ByAllAccounts Service Demonstration
Account Setup, Data Retrieval, Reconciliation Process
Live Product Demonstration Video
Please r
egister below to view the ByAllAccounts service demonstration video
.
