Why Choose ByAllAccounts Data Integration Service

ByAllAccounts® Data Integration Service connects your data to the largest network of technology platforms in the U.S. wealth management industry. Through a single connection with ByAllAccounts, you get access to a vast network of redistributors, platforms, and advisors.

ByAllAccounts data integration removes many of the hurdles involved with onboarding new customers—eliminating the need to establish and manage multiple feeds while ensuring that your data has the greatest reach.

ByAllAccounts offers exclusive access to the deepest, broadest network available:

We Manage and Simplify the Process

As an industry leader in data integration, we know how to make the process efficient, effective, and easy for our clients. We’ll provide extensive guidance and support at all stages of your integration, including:

Industry-Leading Expertise for Hassle-Free Connections

Save time, resources, and hassle. ByAllAccounts connects your data to the largest network of wealth technology platforms in the U.S. wealth management industry. Through a single point of integration, you can go live quickly—and at a reasonable cost—to access a wealth of the connections your customers need.

Additional Benefits of Leveraging the ByAllAccounts Data Integration Service

Thanks to our in-depth expertise and long history with data integration, our Custodial Operations and Data Analyst teams can provide extensive support for your platform integrations. They’ll work with you to establish a scalable model for data access and collection. And they’ll help ensure that your high-quality data is preserved and adapted for our downstream platform integrations.