Simplify your advisory business: Put more hours back in your day
Please fill out the form below to view the webinar
Traffic_Source:
sfga:
Company Name:
First Name:
Last Name:
Email Address:
Phone Number:
Firm Type:
Please Select
RIA
Advisory - Affiliated with a Broker-Dealer
Advisory - Affiliated with a Wirehouse
Advisory - Affiliated with an Independent Broker-Dealer
Asset Manager
Family Office
Broker Dealer - Home Office
Wirehouse - Home Office
Custodian
Accounting
Law
Bank
Hedge Fund
Mutual Fund
Technology Vendor
Consulting
PR/Media
Other
Trust
Endownment/Foundation
Target System:
Please Select
Advent Axys
Advent APX
PortfolioCenter
Morningstar Office
Morningstar PrincipiaCAMs
Morningstar Back Office
Morningstar Analytics Only
Envestnet
Tamarac
OrionDesktop
AssetBook
Black Diamond
InData
Albridge
Blueleaf
AccuTrust
Proprietary
Advantage
Eqis
Checkfree APL
Sungard Charlotte
IAS
IDS-GIM2
IM Power
InfoVisa
Investigo
Money Guide Pro
OptimaIAS
TLM
Trust3000
Unknown
VestMark
Other
None
Firm AUM:
Please Select
Less than $25 Million
$25-100m
$100-300m
$300-500m
$500-700m
$700m-1B
More than $1B
Do you manage your clients' held-away accounts?:
Please Select
Yes and I bill on them
Yes but I dont charge for it
No but I do monitor them
No but I am interested in starting
No and I am not interested in starting
Im not sure
Does not apply to me
Position/Role:
Please Select
Principal
Advisor
Asset Manager
Compliance
Head of Operations
Assistant/Admin
IT/Technology
Financial Planner
CPA/Accountant
Attorney
Marketing/PR
Other
Primary Business Need:
Please Select
Eliminate Manual Data Entry
Monitor Held-Away Assets
Billing on Held-Away Assets
Provide Holistic Wealth Management
Personal Trading Surveillance
Provide Higher Level Client Service
Implement Technology Solution(s)
Improve Operational Efficiency
Increase Revenue
Grow Assets Under Management (AUM)
Client Acquisition
Client Retention
Outsource Back-Office Functions
Eliminate Custody of Client Accounts
Reconciliation
Separate Account Management
Other
None
Next Technology Purchase Priority:
Please Select
Account Aggregation
Portfolio Management System
CRM
Rebalancing Software
Personal Trade Monitoring Application
Financial Planning Tool
Document Management Tool
Client Portal
Marketing Automation
Other
None
Are you already using ByAllAccounts?:
Yes
No
No but I am interested in learning more
I am not sure
Are you already using ByAllAccounts?:
Please Select
Yes
No
No but I am interested in learning more
I am not sure
