The Data Aggregation Network for Wealthtech Companies

One secure gateway unifies access to financial data so you can focus on the innovation ahead. Outsource your custodial connections for faster time to market and onboarding of new advisors.

Connect once, unlock everything

Radically simplify data exchange. A single connection to our network opens access to 15,000-plus data sources, about 200 custodial feeds, 70-plus redistribution platforms, and 50-plus wealthtech platforms.

With one connection to ByAllAccounts, a data consumer unlocks all the data sources, and a data provider unlocks all the data consumer side.

Say goodbye to expensive, one-off integrations—join our custodial feed network

Tear down the data silos that slow down business and frustrate users. The ByAllAccounts network gets you fast, reliable access to about 200 data feeds, from top custodians to specialty tech firms, to support multicustodied advisors.

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Reliable data for any wealth application

Growing wealthtech platforms need data that grows with them. Tap into high-quality wealth data for nearly any use case you can imagine.

Performance Reporting

Power your platform with reconciliation-ready data. ByAllAccounts maps positions to the right security IDs and transaction activity for accurate reporting.

Trade Compliance Management

Automated data aggregation makes it easier for clients to audit and track employees’ personal investments.

Financial Planning

With access to held-away and managed accounts, advisors can finally see the full picture. Aggregated data reveals an investor’s financial goals, needs, and values.

Customer Relationship Management (CRM)

Enhance platform capabilities with a simpler way to onboard client account data.

Benefits of the ByAllAccounts Data Network

With fast, seamless, and reliable access to financial data through a single secure connection, the ByAllAccounts Data Network streamlines the flow of financial account data across wealthtech platforms, wealth management firms, custodians, and financial data providers.

Enriched wealth data

Wealth data is noisy and unstructured. ByAllAccounts normalizes data to cover requirements across systems, saving you time and money on operational overhead.

Insights and analytics for personalized experiences

Tap into financial data from Morningstar’s vast database. With premium portfolio analytics, you can enrich aggregated investment holdings with fund and equity attributes.

Reliable data connections

Earn the trust of customers with accurate, timely data. About 80% of ByAllAccounts network usage comes from direct connections, including open banking.

Development tools and professional services

Get up and running with easy-to-follow documentation and sample code snippets. Our team of experts will guide you through implementation.

Smooth integration for fast implementation

Spend less time on manual data intervention with custom data outputs, tailored to system requirements.

Open and closed tax lot data

The ByAllAccounts Tax Lot aggregation feature is a capability that offers accurate, detailed open and closed tax lots alongside complete client account data—essential for tax optimization and trading activities.

Responsive customer support

Our experienced team is ready to help with technical issues and data access questions. Get real-time updates on data health from comprehensive dashboards.

Data integration

Wealthtech platforms can contribute data back to the ByAllAccounts network to extend their reach into other applications. As the network expands, everyone benefits from improved efficiency.

What wealthtechs say about ByAllAccounts

For over two decades, the leading portfolio management platforms have trusted our T+1 data for mission-critical use cases.

Data matters in a real way. Those of us with good data connections like we get from ByAllAccounts are going to succeed in the long term.”

Phil Wheaton

Co-Founder

Copia Wealth Studios

Get aggregated financial data specialized for wealth now

Talk to a data specialist about how we can help your wealthtech platform grow, delight customers, and outpace competitors.