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ByAllAccounts Data Aggregation

With roots as the financial data and account aggregator for wealth management, ByAllAccounts has evolved with market needs to become the data intermediary for the space. The ByAllAccounts Data Network streamlines the flow of financial account data across the entire wealth ecosystem—from financial data providers and custodians to wealthtech platforms and reporting platforms. Eliminating the need for multiple data integrations, we offer a single, secure gateway to financial data, significantly easing data exchange, speeding time to market, and cutting costs so you can focus on innovation.
Learn More About the Data Network

Serving the Wealth Ecosystem

Exceptional data makes for exceptional financial outcomes. Explore how ByAllAccounts supports the wealth-management data ecosystem.

For Wealth-Management Firms

Break down data silos and reduce integration complexities with convenient account aggregation. Wealth-management firms can simplify data distribution while attracting advisors and clients.

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For Wealthtechs

Access a custodial network of ~200 data feeds, from top custodians to specialty tech providers. Wealthtechs can eliminate both the high cost of custom integrations and barriers to onboarding new advisors and firms.

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For Resellers and Redistributors

Support advisors with big-picture insights. Deliver next-level excellence in wealth-management technology and power elevated investment advice informed by clients’ held-away assets.

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For Financial Data Providers

A single connection to the ByAllAccount Data Network can efficiently distribute your data across an extensive network of 50-plus wealthtech platforms and 70-plus portfolio management systems and redistributors serving RIAs and broker-dealer firms.

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