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Account Aggregation

Available from ByAllAccounts
ByAllAccounts aggregates account data from virtually any online financial source, and then using our patented process, enhances, and normalizes the data into a reconciliation ready format that feeds into all the most popular back office systems. These systems include portfolio management systems, CRMs, accounting systems, reporting systems, personal tradiing applications and rebalancing tools.

We provide transaction level detail, data quality, and custodian coverage specifically required for professional wealth managers and financial advisors. Thousands of financial advisors rely on ByAllAccounts to efficiently scale their businesses, increase revenues by billing on held-away assets and deliver exceptional client service. Each night, hundreds of billions of dollars and millions of financial records flow through our patented data aggregation engine. With ByAllAccounts, you have one feed to capture all of your clients' accounts including 401k's, retirement, 529’s, annuities, and other hard to reach assets.

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