The Big Picture

ByAllAccounts aggregates account data from virtually any online financial source, and then using our patented process, enhances, and normalizes the data into a reconciliation ready format that feeds into all the most popular back office systems. These systems include portfolio management systems, CRMs, accounting systems, reporting systems, and rebalancing tools. For a list of all the systems we work with click here.

We provide transaction level detail, data quality, and custodian coverage specifically required for professional wealth managers and financial advisors. Click here to watch a short video on what account aggregation does for you. Thousands of financial advisors rely on ByAllAccounts to efficiently scale their businesses, increase revenues by billing on held-away assets and deliver exceptional client service. Each night, hundreds of billions of dollars and millions of financial records flow through our patented data aggregation engine. With ByAllAccounts, you have one feed to capture all of your clients' accounts including 401k's, retirement, 529’s, annuities, and other hard to reach assets.

Here’s an overview of how account aggregation works:

Our account aggregation technology uses an account holder’s encrypted online login credentials to log into a financial institution website and extract the client’s financial data, eliminating the need for a financial advisor to manually enter data for performance reporting. As an advisor, you can get this aggregated account data without the need for direct online access to your clients’ accounts—access which may constitute custody. You can rely on our system to:

• Electronically gather account information every night from thousands of financial institutions on liabilities, 401(k)s and 403(b)s, IRAs, 529s, separately managed accounts, annuities, trusts, hedge funds, off-shore accounts and more
• Use industry-leading technologies, policies, and procedures to protect the confidentiality and privacy of each investor’s financial and personal data
• Put aggregated data through our  patented database building process to deliver the specific information that is required for investment analysis
• Directly load data for positions, balances, transactions and securities into your portfolio management software of choice in order to populate portfolios and support reconciliation against the custodian-reported positions and balances
• Fully integrate with all major portfolio management systems and platforms—over 40 in all

To learn more we suggest the following next steps:

• Read our data aggregation advantage white paper
• Watch a product demo on data aggregation
• Learn how to bill on held-away assets
• Learn about the partners we work with
• Contact Us