ByAllAccounts has been delivering reconciliation-ready data to investment management and advisory firms since 1999. Using innovative expert system technology, we provide unparalleled access to financial account data from thousands of custodians and enable efficient and timely account reconciliation, performance analysis and consolidated reporting. We help you build stronger, more profitable relationships by providing timely, personalized levels of service and better advice based on a more complete understanding of your clients' assets.
We have set a new standard in financial data assembly, providing an offering that is innovative in its approach to collecting, normalizing, interpreting and categorizing transaction-level information - information brought to you in a timely and wholly useful way. We enable you to improve efficiencies, grow your business, and leapfrog your competition.
A sampling of the types of Held-Away accounts ByAllAccounts gathers:
Cash & Equivalents
401(k)s, IRA, 529(b)s
Annuities & Insurance
Mutual Funds, Wraps, REITs
Hedge Funds, Private Equity
Stocks & Derivatives, Incentive Stock Options
and more ...
Download the ByAllAccounts ROI Calculator to view how your firm could be saving money through Account Aggregation. – less–ZoomInfo