BaySys Technology specializes in streamlining your firm's portfolio management, reporting and billing processes by providing outsourcing, custom development services and applications designed to maximize efficiency and eliminate unnecessary or redundant activities. With our diverse experience and knowledge, we are able to provide more than just back office outsourcing. We can recommend new solutions and processes to assist your firm so that you can fully leverage your investment in systems, technology and personnel.

BARS is the next generation in billing software for investment advisors. If collecting a fee for your services seems like it is more difficult than it should be, then click below to learn more about our billing and reporting software. BARS streamlines the complicated billing process and enables advisors to produce billing statements for accounts and households quickly and accurately.

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BARS is a software application that enables advisory firms to produce billing statements for their accounts and households quickly and efficiently.

Investment advisors who desire operational scale, efficiency, control and increased profitability hire BaySys for data management excellence.

Client Quotes
  • “Hiring BaySys for outsourcing our Axys operations was one of the best business decisions we’ve made all year.“

    Jim Gebhardt, Principal
    Gebhardt Group
  • “Outsourcing the reconciliation function to BaySys has been one of the best decisions. The integrity of the data has been 100% and communication direct. Plus, they don’t need coffee breaks or holidays! I whole heartily recommend BaySys to any financial firm looking to focus on managing wealth and outsourcing non-core investment competencies to experts.“

    Simon Baker, CEO
    Baker Avenue Asset Management
  • “The Data Analysts at BaySys Technology go above and beyond the typical outsourcing function of reconciling daily transactions. They’ve assisted our firm greatly in other areas such as reposting transactions to capture accurate cost basis information from custodial systems to updating accounts for unsupervised assets.“

    Julie Meissner, Chief Compliance Officer
    San Francisco Sentry
  • “BARS handles all of our billing requirements quickly and efficiently.”

    Jim Gebhardt, Principal
    Gebhardt Group
  • “The way our quarterly report process has been automated has given me my sanity back! Our office has nothing but good things to say about your work“

    Anne Young
    Waycross Investment Management Company
  • “BaySys Technology’s expertise with the Advent Axys system and performance measurement greatly facilitated the testing and implementation of a key piece of WealthSight’s custom billing and fee reallocation functionality. Their efforts to satisfy our common client have made for a great partnership.“

    Russell Burns, Co-Founder & CEO
    WealthSight
  • “BaySys provides the highest level of support for our investment management operations. They recently helped create custom reports and procedures to ensure accurate filing of our 13F reports.“

    Danielle Vinje
    San Francisco Sentry
  • “The experts at BaySys created a professional looking report package that helps us better serve our clients. We never could have created a report package with cover page, reports with multiple color graphs and a personalized disclosure page on our own.“

    Jim Gebhardt, Principal
    Gebhardt Group
  • “We recently purchased another line of business that was also using Advent Axys. BaySys managed the project and handled the complex implementation of merging the two different system configurations. We never could have done it without them.“

    Julie Meissner, Chief Compliance Officer
    San Francisco Sentry