ByAllAccounts Financial Account Aggregator
The financial data and account aggregator for wealth management. With over 23 years focused on the wealth industry, ByAllAccounts supports holistic wealth management through high-quality data aggregation enrichment and delivery with uniquely Morningstar insights.
We’re the preferred data aggregator for wealth-management and wealth-technology firms with access to over 15,000 data sources, including investor held-away accounts, cryptoassets, advisor book of business, and custodial feeds.