ByAllAccounts Introduces First of Its Kind AdvisorAlert; WebPortfolio Version 2.1 Offers Comprehensive Upgrades & Industry Firsts.Business/Technology Editors BOSTON--(BUSINESS WIRE)--June 17, 2002 ByAllAccounts, Inc., provider of technology designed to grow assets for financial advisors, today announced the release of WebPortfolio 2.1, a Web-based business development solution featuring AdvisorAlert(R). The new feature is the first of its kind to offer email alerts informing financial advisors when business development opportunities arise within a client's entire portfolio. Since ByAllAccounts monitors both captive captive said of naturally wild or feral animals kept in captivity for educational and scientific investigation with no attempt being made to domesticate them. and non-captive investment information, the advisor is informed of changes and opportunities across all of the client's holdings. WebPortfolio's AdvisorAlert is easily customizable, ensuring that the advisor is always the first to know when a change takes place, eliminating potential for "after the fact" surprises or lost opportunities. For example, alerts notify the advisor when the client deposits, withdraws or transfers a significant amount of money, when a portfolio(s) reaches a certain goal, or if the client is overexposed o·ver·ex·pose tr.v. o·ver·ex·posed, o·ver·ex·pos·ing, o·ver·ex·pos·es 1. To expose too long or too much: Don't overexpose the children to television. 2. in a particular security. "When ByAllAccounts began developing WebPortfolio we set out to build a technology that would serve as a client development tool and facilitate cross-selling Cross-selling is the term used to describe the sale of additional products or services to a customer. Less frequently it is used to describe the sale of services to additional business units at an account or to different geographic units of a customer. opportunities," said L. Patrick Gardner Gardner, city (1990 pop. 20,125), Worcester co., N central Mass.; settled 1764, inc. as a city 1921. Its furniture and lumber industries date from c.1805. Diversified metal and electronics manufactures add to the city's economic base. A state prison is there. , CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of ByAllAccounts. "With this product the advisor is first to know about new growth opportunities, whether he is in the office, at home or on the road." Other enhancements of the new WebPortfolio 2.1 address institutional issues by offering a compliance friendly method for PIN entry, artificial intelligence processing to improve the recognition of fixed income securities, a direct data feed for loading back office data into WebPortfolio, and by enhancing private label functionality and facilitating external interfaces. WebPortfolio 2.1 Product Features -- AdvisorAlert -- Generates alerts and reports that identify new business opportunities and help to facilitate cross-selling opportunities including "Transaction Alerts" and "Exposure Alerts." -- Investor Account Access Facility -- Addresses privacy concerns and institutional compliance; provides a safe, highly confidential method for PIN entry. -- Fixed Income Recognition and CUSIPS -- Offers improved display and handling of fixed income securities through artificial intelligence processing. Fixed income security identifiers (CUSIPs) are now cross-referenced to BARRA fundamentals. -- Direct Data Feed -- Facilitates direct feeds to load back office data into WebPortfolio. -- Data API -- Provides an XML interface to retrieve data via the Internet. Facilitates external interfaces by supporting alternate presentation layer capabilities and data mining. -- Branded WebPortfolio -- Enhances private label functionality making it possible for customers to create a "white label" version of WebPortfolio. Pricing & Availability WebPortfolio Version 2.1 is currently available. Pricing includes a one-time one-time adj. 1. or one·time a. Occurring or undertaken only once: a one-time winner in 1995. b. fee for the license and set-up as well as a quarterly usage fee for unlimited users and accounts. Fees vary depending on the size of the organization and the customization of the solution. About ByAllAccounts With offices in Boston Boston, town, England Boston, town (1991 pop. 26,495), E central England, on the Witham River. Boston's fame as a port dates from the 13th cent., when it was a Hanseatic port trading wool and wine. Having recovered from a decline in the 18th and 19th cent. and New York New York, state, United States New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of , ByAllAccounts, Inc. (www.byallaccounts.com) provides technology designed to grow assets for financial institutions and their advisors by collecting, monitoring and analyzing financial data from captive and non-captive client accounts enabling them to build stronger, more profitable client relationships. The company's roster of clients includes State Street Corporation, 1st Global, CCC CCC A very speculative grade assigned to a debt obligation by a rating agency. Such a rating indicates default or considerable doubt that interest will be paid or principal repaid. Also called Caa. Alliance, Evensky, Brown & Katz Katz , Bernard 1911-2003. German-born British physiologist. He shared a 1970 Nobel Prize for the study of nerve impulse transmission. , WealthTouch, and Private Family Networks. |
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