ByAllAccounts data aggregation network simplifies financial data collection and management for wealth management platforms and firms, providing unmatched breadth and depth of data through a single connection.
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.
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.
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.
