ByAllAccounts is a custodial aggregator that gives wealth management firms a consolidated view of client accounts from various financial institutions. ByAllAccounts integrates seamlessly with SMArtX as a custodian aggregator, offering advisors a single connection point for managing accounts across institutions. Avoid manual data reconciliation; ByAllAccounts streamlines the flow of data into the SMArtX platform for unified portfolio management.
SMArtX x ByAllAccounts
Seamlessly incorporate data from ByAllAccounts into your account management workflow with SMArtX. Our platform makes it easy to link client accounts into a unified interface, regardless of where they are held. This consolidated view lets you track the impact of trades across a client’s accounts in the same interface in which you execute them. Minimize manual, repetitive steps and maximize trade returns with a client’s holistic financial picture in mind.
ByAllAccounts enables more efficient use of SMArtX’s UMA features, automated trading, and tax management tools. You gain a clean, standardized data feed that supports fast account updates, shows accurate performance reporting metrics, and enables consistency across diverse client experiences and custodial relationships.
Oversee Client Accounts in a Centralized Platform
By integrating with ByAllAccounts, SMArtX users gain a scalable solution for managing assets held at different custodians and financial institutions. Save time and simplify operations by viewing essential performance data in one secure, centralized platform. You benefit from greater freedom to focus your attention on client strategies instead of custodial logistics.
Explore the power of SMArtX integration today by booking a demo.
