Financial data aggregation is not a commodity. ByAllAccounts is the only financial data aggregator exclusively focused on the needs of the investor, advisors, and the wealth tech apps that serve them. Unlike other aggregators, we provide high-quality, interoperable data for: performance reporting, portfolio analytics, portfolio rebalancing, financial planning, financial wellness, trade compliance management. Nearly anything you can imagine next.
With our financial data aggregation engine, you can also seamlessly leverage Morningstar’s vast data and portfolio insights.