BARS-Billing and Reporting Solution

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Statements are customized to each client's specifications.This statement is a Household Summary style.Columns, data and layout are flexible.BaySys will work with you to duplicate or enhance your statements to contain as much the most relevant information.

About BaySys Technology, LLC

BaySys Technology is a pioneer in outsourced data management and billing solutions with over 30 years of experience working with advisors. BaySys specializes in streamlining your firm's billing, portfolio management and reporting processes with outsourcing and fee billing solutions designed to maximize efficiency and eliminate unnecessary or redundant activities.

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Billing, Reporting
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Integration Capabilities

Daily Data Files
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Serving RIAs Since

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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.