ByAllAccounts

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ByAllAccounts, the investment manager’s choice for account aggregation, is the only service that retrieves, enriches and consolidates reconciliation-ready account data from any custodian. ByAllAccounts’ patented aggregation engine, through which more than $170 billion in assets flows, aggregates all client account data – from any source – within a manager’s wealth management platform or trust accounting system for a truly comprehensive view. Hundreds of investment managers rely on ByAllAccounts to save administrative time and costs, mitigate risk associated with having incomplete information and grow revenues through client referrals and new business development. ByAllAccounts integrates seamlessly with all of the most popular wealth management platforms. ByAllAccounts was founded in 1999 and has its headquarters in Woburn, Massachusetts.