8 Pulido Courtt, Danville, CA 94526, United States
Automate quarterly billing and reporting. Let our analysts reconcile your data for you before the market opens. Get paid faster, breeze through audits and get back your peace of mind knowing that your data is always accurate
Baysys Technology was one of the first firms to offer outsourced data management on Advent's Axys and other portfolio management systems. We have 25 years experience working with advisors, and specialize in data management/reconciliation, back office operations, front office reporting, custom reporting, automation and custom development.
We also create other ancillary products to help you leverage your investment in your portfolio management system, such as billing, performance validation and other utilities that “cleanse” custodial data prior to importing into your PMS to correct errors.
BaySys has developed a billing system for advisors and broker/dealers called "BARS" (Billing And Reporting Solution). BARS handles complex billing scenarios such as family aggregation, deducting the fee from other accounts, creating custodial upload files, payouts to other interested parties, and provides a host of management reporting on your accounts so you can see how much revenue is really being generated from certain relationships.
BaySys has developed many utility programs that help integrate disparate systems, moving/reformatting data, electronically reading custodial data files and applying business rules to change or correct data.
BARS (Billing And Reporting Solution) is a software application developed by BaySys that streamlines the complicated billing process and enables investment managers to produce billing statements for accounts and households quickly and accurately. BARS can be integrated with most any portfolio management system....
Investment advisors who desire operational scale, efficiency, control and increased profitability hire BaySys for our expertise in data management. We manage the tedious process of collecting, managing, and reconciling daily account activity across your custodians in order to optimize the capabilities of Advent Axys® or APX®, or Schwab Portfolio Center®. We......