Data for Smart Decisions.
ByAllAccounts, the professional wealth advisors’ choice for financial account aggregation and consolidation, is the only service that retrieves, consolidates, enriches and produces reconciliation-ready account data from any financial institution/custodian.
ByAllAccounts provides a unique combination of transaction detail, data quality, and custodian coverage specifically required for the professional wealth management market. Our exclusive focus is on gathering, enhancing, and delivering quality detailed daily portfolio data that is ready for reconciliation enabling you to be a true wealth advisor.
Hundreds of advisors rely on ByAllAccounts to save administrative time and costs resulting from the manual data collection and entry of balance, price, and transaction data. Risks associated with error-prone manual workflows and incomplete information is also mitigated.
Powering ByAllAccounts’ products and services is our patented aggregation engine, through which more than $170 billion in assets flows through each and every night. We can aggregate all of your clients’ account data — from any source — within an advisor’s wealth management platform or trust accounting system for a truly comprehensive view. Our products integrate seamlessly with all of the most popular wealth management platforms.
Our mission always has been, and will remain, to leverage the power of technology for financial advisors in order to get account data from any source, enrich it, and deliver it to any wealth management platform. We haven’t wavered from our dedication to helping professional financial advisors spend more time with clients and less time stuck in the back office. Our products and services are designed to increase back-office efficiency, uncover untapped revenue, and navigate a changing world of rules and regulations.
At the heart of ByAllAccounts’ products and services is our patented aggregation engine through which more than $170 billion in assets flows through each and every night. Using innovative expert system technology, we provide unparalleled access to financial account data from thousands of custodians and enable efficient and timely account reconciliation, performance analysis and consolidated reporting. By electronically collecting this data from each custodian, we eliminate the burden and error-prone process of manual data entry.
With our products and services you can:
Automate Your Back Office Workflows – Virtually eliminate manual data collection & entering
Produce Reconciliation Ready Data – For use within your wealth management platform
Consolidate Reporting – Enabling a complete view of your clients’ financial performance
