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 professio
nal 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. 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.
