Fintech Integration Marketplace

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ByAllAccounts | Morningstar

ByAllAccounts (BAA) aggregates over 15,000 sources. Because BAA is agnostic to formats, it chooses the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows.

Morningstar
  • Account Aggregation
Morningstar

Companies that integrate with ByAllAccounts

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

advyzon
Advyzon
Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
StratiFi
STRATiFi
StratiFi is a financial technology company empowering investment advisors to better understand portfolio and business risk.

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