ByAllAccounts

ByAllAccounts provides account data aggregation solutions for professional wealth managers and financial advisors.

ByAllAccounts, Inc. enables the automated gathering of financial account data from thousands financial institutions for import directly into Portfolio Management and Trust Accounting Systems. Their patent pending technology analyzes, augments, and delivers data for even the most sophisticated holistic wealth management practice and enables efficient and timely account reconciliation, performance analysis and consolidated reporting. ByAllAccounts, Inc. serves more than 300 clients having a full range of managed and 'held-away' accounts, including retirement, banking, brokerage, trust, hedge fund, limited partnerships, private equity, annuity, and more.