Question 1

What is the ByAllAccounts Data Platform?

Accepted Answer

The ByAllAccounts Data Platform is a financial data aggregation solution for wealth management. It securely connects to professional data sources, direct data feeds and held-away account data, then normalizes and enriches that information for financial planning, performance reporting, trade compliance, portfolio management and analytics workflows.

Question 2

What types of financial data can the platform aggregate?

Accepted Answer

ByAllAccounts data platform aggregates investment, retirement, banking, credit, lending, and digital asset accounts. The platform aggregates user-permissioned held-away account data as well as professional sources including direct custodial feeds, helping wealth management firms and wealthtech platforms securely access normalized financial data through a single connection.

Question 3

Can ByAllAccounts integrate with my existing technology platform?

Accepted Answer

Yes. ByAllAccounts integrates with your existing technology platform and is already live with more than 70 wealth management technology platforms. The data platform delivers high-quality, normalized and enriched financial data in configurable integration formats that reduce custom development and streamline implementation.

Question 4

How many financial institutions and data sources are supported?

Accepted Answer

ByAllAccounts provides access to 15,000 financial data sources, including 1,200+ professional sources and 150+ direct custodial feeds.

Question 5

How many custodial data sources can we consolidate through a single point of access?

Accepted Answer

ByAllAccounts offers access to 1,200+ professional data sources including 150+ custodial data sources through a single integration.

Question 6

Who is ByAllAccounts for and what benefits does their financial data aggregation provide?

Accepted Answer

ByAllAccounts serves wealth technology platforms, wealth management firms, and the advisors and investors they serve. Through a single connection, platforms receive financial data from thousands of sources already normalized and enriched, ready to support financial planning, performance reporting, trade compliance, portfolio management, and analytics use cases.

Question 7

How does ByAllAccounts improve data quality?

Accepted Answer

ByAllAccounts improves data quality by acquiring, standardizing, enriching, and validating account data from thousands of sources. Combining rules-based methods, machine learning, and the Morningstar Security Master, it resolves inconsistent information and delivers reconciliation-ready data.

Question 8

How does ByAllAccounts integrate with the applications you already use for reporting and compliance?

Accepted Answer

ByAllAccounts integrates seamlessly with reporting and compliance platforms by delivering normalized, enriched investment data in configurable formats tailored to each system’s requirements. Our interoperable data model, security mapping, and broad connectivity to 15,000 financial sources help ensure accurate, reliable reporting and automated compliance monitoring.

ByAllAccounts Data Aggregation

Exceptional data makes for exceptional financial outcomes.

Use cases for financial data aggregation

Core capabilities of the ByAllAccounts aggregation platform

Data Network Optimized for Wealth

Security and Privacy

Proprietary Enrichment and Matching Services

Adaptable Output for Receiving Systems

Open Banking for Consumer Data

Custodial Feeds for Enterprises and Advisors

Wealth Technology Integrations

Open & Closed Tax Lots

Morningstar Integration and Rich Insights

Insights to Increase Wallet Share

ByAllAccounts wealth data aggregation products

Trusted by leading wealthtech platforms

Announcements

Resources

ByAllAccounts Specific Questions