Customer Relationship Management (CRM)
Enhance platform capabilities with a simpler way to onboard client account data.
One secure gateway unifies access to financial data so you can focus on the innovation ahead. Outsource your custodial connections for faster time to market and onboarding of new advisors.
Radically simplify data exchange. A single connection to our network opens access to 15,000-plus data sources, about 200 custodial feeds, 70-plus redistribution platforms, and 50-plus wealthtech platforms.
With one connection to ByAllAccounts, a data consumer unlocks all the data sources, and a data provider unlocks all the data consumer side.
Tear down the data silos that slow down business and frustrate users. The ByAllAccounts network gets you fast, reliable access to about 200 data feeds, from top custodians to specialty tech firms, to support multicustodied advisors.
Growing wealthtech platforms need data that grows with them. Tap into high-quality wealth data for nearly any use case you can imagine.
Enhance platform capabilities with a simpler way to onboard client account data.
With fast, seamless, and reliable access to financial data through a single secure connection, the ByAllAccounts Data Network streamlines the flow of financial account data across wealthtech platforms, wealth management firms, custodians, and financial data providers.
Our experienced team is ready to help with technical issues and data access questions. Get real-time updates on data health from comprehensive dashboards.
Talk to a data specialist about how we can help your wealthtech platform grow, delight customers, and outpace competitors.