ByAllAccounts Email Format

Software DevelopmentMassachusetts, United States51-200 Employees

ByAllAccounts, based in Woburn, Massachusetts, has operated as an account-aggregation service since 1999. It serves financial advisors by retrieving, enriching, and consolidating client account data from any custodian into reconciliation-ready information that can be used within a wealth-management or trust-accounting platform. A proprietary aggregation technology underpins the service, with more than $170 billion in assets flowing through its system. The product aims to save administrative time, reduce risk from incomplete information, and support growth through client referrals and new business development. Morningstar acquired ByAllAccounts in 2014, placing it within the Morningstar corporate family.

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