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

Advisers look for ways to squeeze money from their tech budgets: Investment News


Giving free advice on held-away assets? Here's how to stop : Financial Planning

Happenings:

  • Survey of Financial Advisors Shows Many Are Missing Major Growth Opportunity - Read the release.

  • Do you charge enough on held-away accounts? On-demand webinar featuring results of Q1 Advisor survey coming soon

Are You Ready?

…to grow your business?


…to save time and money?


If so, Contact Us!