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Thomson Reuters Expands Offerings to Advisers
Thomson Reuters teamed up with ByAllAccounts Inc. to offer account data to advisers.
Reported by Ellie Behling
ByAllAccounts Inc. is a Woburn, Massuchusetts-based technology company that delivers reconciliation-ready data to investment management and advisory firms. Financial advisers using Thomson Reuters eXimius private client wealth management platform will have detailed account data through the integration of ByAllAccounts Custodial Integrator, according to a press release.
By combining ByAllAccounts’ Custodial Integrator—which captures account data in the form of transactions, positions, balances, and prices from virtually any online source, and feeds this data into eXimius—financial advisers will be able to access thousands of online sources within a single feed, the release said.