Aggregation Advantage

Do you do performance reporting? To do it right, you need accurate transaction data – and that’s what sets us apart as a data aggregation provider.

With our Data Aggregation Advantage…

You don’t have to rely on simplistic account aggregation, which “cuts and pastes” information by collecting it and reformatting it to be presented in a consolidated manner. This is sufficient for viewing positions, but it is not sufficient for reconciling data and performance reporting.

You can take advantage of ByAllAccounts’ services, which employ a patented database building process to deliver the specific information that is required for investment analysis. This process not only allows us to capture information, it allows us to understand the data, fill in any gaps, and deliver it in a way that suits the needs and expectations of the system into which it is being delivered.

You can rely on ByAllAccounts to gather information from Financial Institutions, Retirement and 401K providers, Mutual Funds, Brokerage Accounts, Insurance products and Institutional Assets, Separately Managed Accounts and Unified Managed Accounts, and Global Custodians.

Read Our Data Aggregation Advantage white paper to learn more about our 5-step process.

You can count on us to:

Focus expressly on data aggregation:

• ByAllAccounts was founded in 1999 with the purpose of serving financial advisors. Account aggregation is our singular business focus, and we’ve never wavered from that mission.
• More than $400 billion in assets and millions of financial records flow through our smart engine every night.

Understand the unique needs of professional advisors:

• Our experienced and expert team understands the complexities of wealth management and has built our system to handle them.
• At the core of our patented process is a “smart engine” that has been collecting, analyzing and interpreting data for over ten years.  It aggregates data so that data is ready for reconciliation, performance reporting and other financial analysis — not just viewing. 
• We deliver full transaction data across multiple instruments (e.g., security types, security identifiers) and support institutions that utilize image security codes or Ajax security methods. 

Put patented data aggregation methods to work for you:

• ByAllAccounts was awarded a patent on December 29, 2009.  This patent is directed to ByAllAccounts’ technology for retrieving financial information from various institutions by automatically logging in and downloading the data. 
• Patented technology enables us to retrieve data from multiple institutions in multiple formats….normalize the retrieved financial information and generate a financial portfolio…and bring together the status and details of all of the financial accounts associated with an individual investor.  

Assure you of seamless platform integration:

• We can fully integrate with all major portfolio management systems and platforms. See a complete list of partners.

To learn more:

• Read Our Data Aggregation Advantage white paper to learn more about our 5-step process
• Read a client success story
• See a list of partners
• Watch a product demo on data aggregation

Read Our Data Aggregation Advantage white paper to learn more about our process.