About Us
ByAllAccounts is committed to financial account aggregation, making it unique among one-size-fits-all firms who do more than collect financial data. ByAllAccounts was founded in 1999 to provide solutions tailored for financial advisors and wealth managers. Its 10 years of experience is apparent in the reliable data we provide and in the team of financial professionals who help you grow your business.
ByAllAccounts is the only firm dedicated to financial account aggregation for professional use with a patented financial portfolio management technology[1] for retrieving financial information from different sources. Using this technology, ByAllAccounts delivers the most reliable, accurate, reconciliation-ready financial account data available for professional use. Hundreds of investment management and advisory firms use ByAllAccounts to improve workflow and time management.
ByAllAccounts offers tight integration with your existing back-office platforms. Our partners include the world’s leading outsourcers and providers of wealth management software, including Schwab Performance Technologies, Advent Software, Morningstar, Black Diamond Performance Reporting, and INDATA.
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1 U.S. Patent No. 7,640,200
