Byallaccounts
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- Morningstar Inc. acquired ByAllAccounts in 2014. ByAllAccounts, the financial advisors choice for account aggregation since 1999, 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 an advisors wealth management platform or trust accounting system for a truly comprehensive view. Thousands of advisors 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.
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Headquarters:10 State Street , Woburn, Massachusetts, United States
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Phone Number: +1 781-376-0801
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Website: https://www.byallaccounts.com
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Employees:13
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Revenue:$1 - 10M
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Legal Name:Byallaccounts
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Byallaccounts's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Byallaccounts
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Where are Byallaccounts's Headquarters?
Byallaccounts's Headquarters are in 10 State Street ,Woburn,Massachusetts,United States
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What is Byallaccounts's phone number?
Byallaccounts's phone number is +1 781-376-0801
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What is Byallaccounts's official website?
Byallaccounts's official website is https://www.byallaccounts.com
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What is Byallaccounts's Revenue?
Byallaccounts's revenue is $1 - 10M
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What is Byallaccounts's NAICS code?
Byallaccounts's NAICS code is 523930
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How many employees are working in Byallaccounts
Byallaccounts has 13 employees
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What is Byallaccounts's Industry?
Byallaccounts is in the industry of Computer Software
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Who is Byallaccounts's Executive Director?
Byallaccounts's Executive Director is Deahnne Cool