Skip to Content

ByAllAccounts Data Aggregation Platform

The financial data and account aggregator for wealth management. With over 23 years focused on the wealth industry, ByAllAccounts supports holistic wealth management through high-quality data aggregation enrichment and delivery with uniquely Morningstar insights. We’re the preferred data aggregator for wealth-management and wealth-technology firms with access to over 15,000 data sources, including investor held-away accounts, cryptoassets, advisor book of business, and custodial feeds.

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.

Learn more
product-byallaccounts-product-offering-1-25spet23.png

For Wealthtechs

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.

Learn more
product-byallaccounts-product-offering-2-25spet23.png

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.

Learn more
product-byallaccounts-product-offering-3-25spet23.png

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.

Learn more
product-byallaccounts-product-offering-4-25spet23.png
product-byallaccounts-product-offering-1-25spet23.png
product-byallaccounts-product-offering-2-25spet23.png
product-byallaccounts-product-offering-3-25spet23.png
product-byallaccounts-product-offering-4-25spet23.png

Resources