ByAllAccounts Data Aggregation
Serving the Wealth Ecosystem
Exceptional data makes for exceptional financial outcomes. Explore how ByAllAccounts supports the wealth-management data ecosystem.
For Wealth-Management Firms
Break down data silos and reduce integration complexities with convenient account aggregation. Wealth-management firms can simplify data distribution while attracting advisors and clients.
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For Wealthtechs
Access a custodial network of ~200 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.
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For Resellers and Redistributors
Support advisors with big-picture insights. Deliver next-level excellence in wealth-management technology and power elevated investment advice informed by clients’ held-away assets.
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For Financial Data Providers
A single connection to the ByAllAccount Data Network can efficiently distribute your data across an extensive network of 50-plus wealthtech platforms and 70-plus portfolio management systems and redistributors serving RIAs and broker-dealer firms.
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