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Own Your Data with ByAllAccounts Data Aggregation
Simplify your financial workflows with seamless financial data collection, management, and portability powered by direct custodial feed connections in one platform.
One connection opens access to 150-plus custodial data feeds, plus held-away accounts
Own your data to support integration, personalization, and enterprise-wide decision-making.
ByAllAccounts consolidates data from multiple sources into a central, structured system that supports data integration and portability while reducing complexity and cost.
of the top 25 custodians
of the top 50 broker dealers
of the top 20 private banks and trusts
of the top 15 TAMPs
of the top 35 recordkeepers
Reliable data for your wealthtech stack
Tap into high-quality wealth data for nearly any workflow you can imagine.
Benefits of the ByAllAccounts Data Network
Get seamless, 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.
Forging ahead in a changing industry
For ideas on how to outpace competitors and delight advisors, download one of our e-books.