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ByAllAccounts Partners With Ebix CRM to Streamline Workflow for Financial Advisors

^{Published on 2010-06-02 06:13:23 - Market Wire}
 

BOSTON, MA--(Marketwire - June 2, 2010) - ByAllAccounts, Inc., the financial advisors' choice for account aggregation, and Ebix CRM, a provider of CRM solutions for the insurance and financial services industry, today announced a partnership that will bring new functionality to Ebix CRM customers. The two companies will collaborate to incorporate advanced account aggregation within SmartOffice Premier Edition, Ebix CRM's financial advisor software solution designed to address the very specific needs of growing advisory firms.

"As investors demand more transparency from their advisors, we're seeing related demand from RIAs for new ways to deliver timely, accurate advice and streamline reporting," said James Carney, president of ByAllAccounts. "By partnering with Ebix, we're answering that demand by integrating powerful account aggregation within a familiar workflow that advisors already know, trust and use every day."

"Thousands of advisors use SmartOffice to manage and grow their practice. ByAllAccounts data aggregation services adds further value by bringing client asset information into SmartOffice," said Dale Okuno, Senior Vice President, Ebix, Inc.

SmartOffice Premier Edition enables growing firms to manage multiple lines of business and a large number of clients from anywhere, anytime -- all while increasing the personal level of service that clients expect from their most trusted financial advisor. An easy-to-use, industry-specific financial advisor software solution, SmartOffice ties together the diverse pieces of a business -- people, process, and systems.

By adding account aggregation to SmartOffice Premier Edition, ByAlllAccounts and Ebix CRM will significantly advance their shared promise: to provide customers with solutions that enable them to do business faster and establish and maintain stronger client relationships that lead to more business over time.

For more information about ByAllAccounts, please visit [ www.byallaccounts.com ]. For more about Ebix CRM please visit their Web site: [ www.ebix.com/SmartOffice ].

About Ebix, Inc.
A leading provider of On-Demand software and E-commerce solutions to the insurance and financial services industry, Ebix, Inc., (NASDAQ: [ EBIX ]) provides end-to-end solutions ranging from infrastructure exchanges, carrier systems, agency systems and BPO services to custom software development for all entities involved in the insurance and financial services industry.

About ByAllAccounts, Inc.
ByAllAccounts, the financial advisors' choice for account aggregation, is the only service that retrieves, enriches and consolidates reconciliation-ready account data from any custodian. ByAllAccounts' patented aggregation engine, through which more than $170 billion in assets flows, aggregates all client account data -- from any source -- within an advisor's wealth management platform or trust accounting system for a truly comprehensive view. Hundreds of advisors rely on ByAllAccounts to save administrative time and costs, mitigate risk associated with having incomplete information and grow revenues through client referrals and new business development. ByAllAccounts integrates seamlessly with all of the most popular wealth management platforms.

ByAllAccounts was founded in 1999 and has its headquarters in Woburn, MA. For more information about the company: [ www.byallaccounts.com ].