ByAllAccounts Data Network for Wealthtech Platforms

One data integration. A universe of connections unlocked. Outsource your custodial operations and streamline the flow of data across the wealth ecosystem.

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Custom Custodial Integrations Drains Resources

Custom custodial integrations can drain budgets and strain your resources. If you’re a wealthtech platform grappling with the overhead of building and managing a custodial network, ByAllAccounts can help.

Streamline Processes and Increase Margins

The ByAllAccounts Data Network levels the playing field for emerging wealthtech platforms—enabling them to compete against legacy competitors that have built out their custodial networks over decades.Access to our custodial network of ~200 feeds—from top custodians to specialty tech providers—eliminates both the high costs of custom integrations and barriers to onboarding new advisors and firms by offering the ability to seamlessly import managed accounts. Wealthtechs can also contribute their data back to the network to push their date into other applications.

ByAllAccounts Data Network by the Numbers

15K

Financial data sources

~200

Custodial feeds

1,200

Professional data sources

Wealth management firms

Redistributors

Wealthtech platforms

Benefits for the Data Network

Radically simplify data exchange

A single connection to our network opens access to 15,000-plus data sources, ~200 custodial feeds, 70-plus redistribution platforms, and 50-plus wealthtech platforms. Regardless of sourcing, we normalize and enrich the data into a uniform format and then tailor the output to your unique requirements, ensuring compatibility and ease of integration with your receiving systems.

Slash time to market

Shave months (or more) off the time it takes to add new custodial data feeds and onboard new advisors.

Cut costs

Save significant time and resources previously lost in the maze of custom integrations. Our data network rivals the extensive custodial connections of legacy platforms, accessible to you at an affordable cost.

Focus on your business—not the data

Concentrate on innovation and new opportunities while we handle the complexities of data integration and distribution.

What Wealthtechs Are Saying

The ability to access the wealth of data Morningstar provides was a huge tipping point for Rainbook—on top of keeping all connections in one place for a frictionless user experience.”

Stephen Tanenbaum

CEO

Rainbook