ByAllAccounts Data Aggregation Platform
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.
Create and launch your next product innovation. To build investment apps or platforms, fintechs and startups need to get to market quickly with complete data and APIs for this specialized market.
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.
For Financial Data Providers
Grow your business with data integration. Financial data providers gain a cost-effective way to connect their data with their customers.