The ByAllAccounts Data Network streamlines the flow of financial account data across the wealth management ecosystem.
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.
A single connection to our network opens access to 15,000 data sources, 150-plus custodial feeds, and 70-plus wealthtech platforms. Regardless of sourcing, we normalize and enrich the data into a uniform format and then tailor the output to your unique requirements, ensuring compatibility and ease of integration with your receiving systems.
Shave months (or more) off the time it takes to add new custodial data feeds and onboard new advisors.
Save significant time and resources previously lost in the maze of custom integrations. Our data network rivals the extensive custodial connections of legacy platforms, accessible to you at an affordable cost.
Concentrate on innovation and new opportunities while we handle the complexities of data integration and distribution.
The ByAllAccounts Data Network enables a virtuous cycle of value creation in which each stakeholder enriches the network and drives down costs—making every participant a contributor to and beneficiary of a more interconnected and efficient landscape.
Data recipients are empowered with access to comprehensive financial data, including wealthtech platforms serving an array of financial professionals and do-it-yourself investors to platform redistributors, RIA firms, and home offices.
A single connection to the ByAllAccounts Data Network can efficiently distribute a provider’s data across our extensive network of wealthtech platforms and portfolio management systems serving RIAs and broker-dealer firms.
Members who function as bidirectional participants not only consume data from other stakeholders but also contribute their data back to the network, enhancing the ecosystem’s overall value.
Streamlining the flow of financial account data across the wealth management ecosystem.
