ByAllAccounts
A leading financial data and account aggregator in wealth management, ByAllAccounts streamlines data collection from held-away accounts and custodians. Its extensive netw... A leading financial data and account aggregator in wealth management, ByAllAccounts streamlines data collection from held-away accounts and custodians. Its extensive network of approximately 200 data feeds allows wealth management firms and wealthtechs to minimize integration challenges, enhance client services, and ultimately achieve superior financial outcomes through seamless data distribution.
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Company Information
- Company: Morningstar
- Country: United States
Top ByAllAccounts Features
- Data aggregation from multiple sources
- Access to held-away accounts
- Integration with top custodians
- Simplified data management platform
- Extensive data network connections
- Customizable data distribution options
- Efficient onboarding for advisors
- High-quality financial data curation
- Seamless portfolio management integration
- Reduced integration complexities
- Support for wealth management firms
- Comprehensive custodial data feeds
- Enhanced advisor-client engagement
- Real-time data access capabilities
- Cost-effective integration solutions
- Support for diverse wealthtech platforms
- Extensive redistributor connections
- Improved financial reporting accuracy
- Data silos elimination
- Streamlined financial data workflows.
