Our Data Gathering Engine

ByAllAccounts’ processing engine extracts useful information from raw data. The ability to ensure data integrity and data quality is essential for accurate portfolio performance reporting. The more we analyze the data and semantically integrate it, the more we learn from it and improve our business systems.

The ByAllAccounts engine collects account information from thousands of data sources, continually expanding this “data footprint” on behalf of hundreds of RIA and Wealth Management clients.

Collecting this data from each custodian, ByAllAccounts eliminates the burden and error-prone process of manual data entry. Our operational processes and controls focus on the high level of data quality and accuracy our customers need and demand. These processes and controls range from solid data processing logic and smart database design to coded interfaces providing scale and handling source system anomalies to facilities for security mappings and data translations.

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.
Watch the Replay Now!