Our Unique Data Aggregation Advantage

Data Life Cycle

Simply put, we are format agnostic and focused on quality. The data is out there, and our misson is to get it.  Delivery mechanism and presentation format have no relationship with data accuracy, quality, or completeness.
ByAllAccounts’ unique database building process delivers the specific information that is required for investment analysis via a four-step database building and learning process:

Step 1: Data Gathering
Step 2: Data Normalization
Step 3: Semantic Integration
Step 4: Business Logic

This process allows us to understand balances, positions and transactions and to deliver that comprehensive information in a way your business needs and a way your back-office system can interpret. Data ready for reconciliation, analysis and reporting.

  • Our Aggregation Advantage

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In the News:

Compliance11 and ByAllAccounts Partnership Revolutionizes Personal Trading Compliance Read the Press Release

ByAllAccounts and Cornerstone Revolutions Enhance Portfolio Management System.
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ByAllAccounts Survey of Financial Advisors Reveals "Must-Have" Technologies.
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Webinars:

Dodd-Frank Reform Bill and Amendments to the SEC custody rule - what do they mean for you? Live Webinar on September 15th 2PM ET Register Now!

Advisors Spend More Time with Your Clients, Not in the Data. Featuring Envestnet | B-Ready Outsourcing
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To Custody or Not to Custody Webinar featuring NRS.
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