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Wealth Utilities

ByAllAccounts

Account aggregation and data delivery for modern RIAs.

"ByAllAccounts is a comprehensive account aggregation platform designed for Registered Investment Advisors (RIAs) and wealth management firms. It automates the process of gathering client financial data from various sources, providing a consolidated view of assets for reporting, analysis, and portfolio management."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #179 in Wealth Utilities
Validated Adoption
36 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Automated data aggregation from multiple sources
Comprehensive data normalization and cleansing
Secure data delivery and storage
Customizable reporting capabilities
Integration with portfolio management systems

Primary Use Cases

Consolidating client financial data from various sources
Providing a holistic view of client assets for financial planning
Automating data feeds for performance reporting

Agentic Intelligence Briefing

"ByAllAccounts empowers RIAs with aggregated and normalized client financial data for improved portfolio management and reporting."

Real-time Forensic Synthesis

Competitive Strengths

Robust account aggregation capabilities
Comprehensive data coverage
Integrates with many popular RIA platforms

Adoption Hazards

Pricing can be opaque and potentially expensive depending on assets under management
User interface can sometimes feel dated compared to newer solutions

Stack Compatibility Profile

How ByAllAccounts integrates into institutional RIA stacks.

36 Firms Analyzed
Riskalyze Online
86%
Stack Correlation
Nitrogen Wealth
83%
Stack Correlation
Elements Financial Planning
72%
Stack Correlation
NDEX
47%
Stack Correlation
Advisor Websites (Responsive)
47%
Stack Correlation
ROL
47%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking comprehensive data aggregation solutions
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Albridge
2Yodlee

Value Proposition

"ByAllAccounts provides RIAs with a single pane of glass to view all client assets, enabling more informed financial planning and investment management decisions."

Audit Your RIA Stack

See how ByAllAccounts fits into your overall tech efficiency score.

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