Why byallaccounts?

True wealth advisors proactively report and provide advice on all their clients’ accounts.  To provide this holistic, real-time advice involves getting daily account data into your preferred wealth management system.  You can collect information manually and enter it by hand but this doesn’t scale as your practice grows.

When you are ready to aggregate all of your clients’ accounts on a daily basis, electronically, we offer solutions to meet your needs. Why choose us?  Below are the cornerstones of our approach that are at the heart of everything we do, making us the standard for financial account data aggregation. 

Tips in selecting an account aggregation solution:

  • Make sure the data sources that are supported are ones you care about
  • If you regularly reconcile accounts, check that the aggregated data is reconciliation-ready
  • Make sure the technology is trusted by other professionals with similar needs
  • Choose an aggregation platform designed to support the special needs of your wealth management system
  • Select a partner to help you uncover untapped revenue, increase back-office efficiency and reach prospective clients

relevant data sources

We gather account data from the sources wealth managers care about (e.g., 401K, 529 and hedge funds) for investment performance, cash management, debt management, taxes, etc. We have never gathered data on frequent flier miles, credit card reward points, smart phone downloads, ….  You get the point.  We are focused squarely on the needs of professional financial advisors and the relevant data they need.

quality data

Our expert team understands the complexities of wealth management so our system has been built to handle them.  At the center of our patented process is a “smart engine” that has been collecting, analyzing and interpreting data for over ten years.  It can handle cusip information, multi-currency data, security identifiers and other sophisticated needs.

trusted technology

Nothing is more important to us than the safety and security of the financial account information we collect.  Some of the world’s largest financial institutions trust their clients’ data to us.  More than $170 billion in assets flows through our aggregation engine each day.

platform independent

We’ll grow with you as your business expands and your technology needs change.  Our products are integrated with more than 30 of the leading portfolio management systems, CRM solutions, reconciliation platforms and others, giving you the flexibility to select the best technology solution for your business, both now and in the future.

business partner

We understand that you want to spend less time stuck in the back office and more time with clients.  Our team of former financial advisors, compliance officers and wealth managers work with you to help you make the best choices for your business.  Our services are designed to help you uncover untapped revenue, increase back-office efficiency and reach new prospective clients.
 

“I haven’t heard the word scalability used. That’s really what ByAllAccounts allows us to do. It allows for the process to be scalable and takes a lot of the manual labor out of the equation. About $8 million, or 10 percent of our business is assets that are in ByAllAccounts today.”

-David Levy, Kenjol Capital Management

David Levy, Kenjol Capital Management

"We began to use ByAllAccounts roughly 6 months ago to account for held-away assets. Over the last six months we have added roughly over $30 million of held-away assets to our billing schedule, and these are assets we wouldn't be able to bill otherwise."

-Alex Murguia, McLean Asset Management