Financial Data Aggregator Partners with Portfolio Software: ByAllAccounts, a financial data aggregation company, is pooling its resources with wealth management software provider netDecide to design a new product for financial planning professionals.
NetDecide will integrate ByAllAccounts’ WebPortfolio DataConnect to the netDecide Wealth Management System to create a suite of wealth management tools and client information. "The wealth management market has evolved tremendously over the past 24 months. As the industry moves to enterprise-wide solutions that offer integrated financial planning and investment analytics to provide holistic advice, advisors need all of the client’s data in order to complete the picture," said Harold Hughes, senior vice president and director of wealth management, Legg Mason Private Client Group.
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