ByAllAccounts has released a new version of its WebPortfolio account aggregation software featuring a facility which tracks customer accounts and alerts advisors to new sales opportunities.
The e-mail alerts service can be set to notify the advisor when the client deposits, withdraws or transfers a significant amount of money, when a portfolio reaches a certain goal, or if the client is overexposed in a particular security. The system operates across a client's entire portfolio, including captive and non-captive accounts.
Other enhancements to 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 improvements to private label functionality and external interfaces
Package pricing includes a one-time fee for the license and set-up as well as a quarterly usage fee for unlimited users and accounts.