Why Choose ByAllAccounts as Your Data Aggregation Platform

ByAllAccounts is the only aggregator serving the wealth management ecosystem. Our mission is to provide our wealth management clients with reliable, high-quality data tailored to investment use cases (onboarding, proposal generation, rebalancing, performance reporting, financial planning, etc.). Here are the main factors for ByAllAccounts' superior investment data aggregation:

• Advisor and investor-led aggregation with the broadest data sourcing for investment use cases
• Best-in-class normalization and security matching technology for investment enrichment
• Adaptable delivery of interoperable data across wealth platforms and apps
• Seamless access to the Morningstar ecosystem of insights

ByAllAccounts has been focused on advisor and investor success for more than 23 years–and will remain focused decades to come to support your business needs.

ByAllAccounts Proprietary Enrichment

ByAllAccounts uses AI and other proprietary technologies to deliver superior client account data to performance reporting, portfolio analytics, portfolio rebalancing, financial planning, financial wellness, and trade compliance management.

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ByAllAccounts’ data enrichment process results in 47% less reconciliation time.

Watch the video below to learn about ByAllAccount's proprietary five-step enrichment process: