Our story began when byallaccounts’ co-founders asked themselves an important question: why doesn’t my financial advisor have access to the same view of my account data as I do? Our founders believed that there was a more efficient and timely way for advisors to report on all their clients’ accounts versus manually entering information from paper statements. They set out to solve this problem. And they did. Ten years later, we serve more than 1,000 advisory firms and thousands of advisors.
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 services are designed to increase back-office efficiency, uncover untapped revenue, and reduce reconcilation processing time.
With services focused purely on the need for data that are more consistent and complete than what other services can provide, we have become the standard for financial account data aggregation.