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ByAllAccounts Ranked #1 - Wealth Management Aggregation Platform by Forrester Research.


Business Editors/High-Tech Writers

BOSTON--(BUSINESS WIRE)--April 1, 2003

ByAllAccounts, Inc. announced today that Forrester Research Forrester Research is an independent technology and market research company that provides its clients with advice about technology's impact on business and consumers. Corporate facts
  • Founded: 1983 by George F.
, Inc. has rated it the top firm for account aggregation Account aggregation is a method that involves compiling information from different accounts, which may include bank accounts, credit card accounts, investment accounts, and other consumer or business accounts, into a single place.  in the TechStrategy(TM) Report titled: "Aggregation: Who's Best for Wealth Management?" released March 26, 2003.

In the report, Forrester analyzed an·a·lyze  
tr.v. an·a·lyzed, an·a·lyz·ing, an·a·lyz·es
1. To examine methodically by separating into parts and studying their interrelations.

2. Chemistry To make a chemical analysis of.

3.
 six aggregation vendors utilizing criteria that included data gathering, quality and flexible delivery. The report concluded, "ByAllAccounts offers the best data for wealth management applications." The report goes on to say, "Of all the vendors, BAA Baa

See BBB.
 exhibits the greatest understanding of the needs of advisors, and its processes for measuring and delivering high data quality are the most sophisticated. The proof? Its client list includes the most demanding customers: family offices, high-end private client groups and independent advisors."

Rick Higgins, 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 WealthTouch, a provider of wealth management solutions for wealth managers stated that "As a sophisticated wealth management provider, we reviewed several aggregation vendors and it was clear to us that ByAllAccounts had the best data quality and delivery flexibility necessary to meet our needs. To date, we are very pleased with their service offering and the response of the ByAllAccounts' team in helping us to grow our business."

"Among the report's most notable findings is that aggregated data has now achieved the level of quality necessary to be a critical business component for Advisors who want to build stronger and more profitable relationships with their clients," said L. Patrick Gardner, President of ByAllAccounts. "Having been a part of this emerging industry from the start, I am glad to see the first truly in-depth and comprehensive study on data aggregation."

About ByAllAccounts, Inc.

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 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 client accounts enabling them to build stronger, more profitable client relationships.

About Forrester Research, Inc.

Forrester Research (FORR FORR Friends of the Russian River
FORR Freedom of the Road Riders (Motorcyclists)
FORR Flight Operations Readiness Review
, NASDAQ NASDAQ
 in full National Association of Securities Dealers Automated Quotations

U.S. market for over-the-counter securities. Established in 1971 by the National Association of Securities Dealers (NASD), NASDAQ is an automated quotation system that reports on
) identifies and analyzes emerging trends in technology and their impact on business. They provide companies with rigorous research, practical ideas, and objective guidance to help them thrive on technology change.

Forrester's WholeView(TM) Research, Strategic Services, and Events help Global 3,500 clients understand how technology change affects their customers, strategies, and technology investments. Established in 1983, Forrester is headquartered in Cambridge, Mass.

For more information about ByAllAccounts, Inc. visit our website at www.byallaccounts.com.
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Publication:Business Wire
Geographic Code:1USA
Date:Apr 1, 2003
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