ByAllAccounts Data Aggregation

ByAllAccounts data aggregation network simplifies financial data collection and management for wealth management platforms and firms, providing unmatched breadth and depth of data through a single connection.

Learn more about the data network

Illustration of aggregated investment data through ByAllAccounts, including net worth trends, assets, liabilities, and top movers.

Exceptional data makes for exceptional financial outcomes. Explore how ByAllAccounts supports the wealth management data ecosystem.

For Wealth Management Firms

Own your data to support portability, personalization, and enterprise-wide decision-making.

For Wealthtechs

Access a custodial network of 150-plus data feeds, from top custodians to specialty tech providers. Wealthtechs can eliminate both the high cost of custom integrations and barriers to onboarding new advisors and firms.

For Custodians and Financial Data Providers

A single connection to the ByAllAccount Data Network can efficiently distribute your data across an extensive network of 70-plus wealthtech platforms serving RIAs and broker-dealer firms.

Use cases for financial data aggregation

ByAllAccounts provides holistic, relevant data. We service a network of over 6,000 advisory firms. Integrations span over 70 wealth platforms, solving for various use cases.

Core capabilities of the ByAllAccounts aggregation platform

The ByAllAccounts Data Platform accesses and delivers data across your organization so you can empower advisors with the data and insights behind personalized, actionable financial advice.

ByAllAccounts wealth data aggregation products

ByAllAccounts is the only financial data aggregation platform that exclusively serves the wealth management ecosystem. Explore our products.

Advisor-Permissioned Book of Business Aggregation

Multicustodied advisors gain a single point of access to see their complete books of business from different institutions, empowering advisors to deliver comprehensive reporting to clients.

Client-Permissioned Account Aggregation

Your advisors can invite clients to easily link and then view their full financial picture and track progress against their goals. Your advisors also gain visibility into their clients' held-away accounts to give personalized advice.

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Custodial Feed Data Bundle

Get immediate access to 150-plus direct custodial feeds ready to go, out of the box. With support for advisor, enterprise, and subadvisor authorization.