Tap into a single point of data integration for a wealth of connections.
Your advisor customers expect access to their financial data in the reporting and technology platforms they use daily. It takes significant time and resources to establish direct integrations across the large and growing network of wealth technology ecosystem.
ByAllAccounts offers a better way. Get exclusive access to the deepest, broadest network available. That includes 16,000-plus advisors through 70-plus redistributors and 50-plus wealth platform integrations, as well as a rapidly growing list of innovative wealthtech new market entrants.
From retirement products to digital assets, ByAllAccounts can accurately capture, enrich, standardize, and deliver a wide variety of financial data.
Strategically outsource your data distribution across the wealth technology ecosystem. ByAllAccounts data integration can boost your platform presence and data accessibility while unlocking access to a broader spectrum of wealth management platforms and increased business opportunities.
You’ll benefit from:
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