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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 advisor’s 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.

Headquarters:
10 State Street, Woburn, Massachusetts, United States, 01801
Industry:
Computer Software
Founded:
1999
Employees:
24
Annual Revenue:
-
Type: Private
Ticker: -
United States 13United Kingdom 3Australia 2Canada 2Uruguay 1France 1India 1China 1
RiaData AggregationWealth Management ServiceFintechMarket SurveillanceElectronic TradingData SciencePortfolio ManagementCapital MarketsFinancial Technology
SIC Code: 7372Major Group: Business ServicesIndustry Group: Computer Programming, Data Processing, and Other Computer Related ServicesIndustry Sector: Prepackaged Software
NAICS Code: 5112Sector: InformationSub Sector: Publishing Industries (Except Internet)Industry Group: Software PublishersNAICS Industry: National Industry:
NAICS Code: 541511Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Computer Systems Design and Related ServicesNAICS Industry: Computer Systems Design and Related ServicesNational Industry: Custom Computer Programming Services
NAICS Code: 523920Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Portfolio ManagementNational Industry: Portfolio Management

Frequently asked questions about Byallaccounts

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Where is Byallaccounts located?

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Byallaccounts' headquarters is located at 10 State Street, Woburn, Massachusetts, United States, 01801

What is Byallaccounts' official website?

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Byallaccounts' official website is byallaccounts.com

What is Byallaccounts' SIC code?

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SIC Code: 7372Major Group: Business ServicesIndustry Group: Computer Programming, Data Processing, and Other Computer Related ServicesIndustry Sector: Prepackaged Software

What is Byallaccounts' NAICS code?

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NAICS Code: 5112Sector: InformationSub Sector: Publishing Industries (Except Internet)Industry Group: Software PublishersNAICS Industry: National Industry:
NAICS Code: 541511Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Computer Systems Design and Related ServicesNAICS Industry: Computer Systems Design and Related ServicesNational Industry: Custom Computer Programming Services
NAICS Code: 523920Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Portfolio ManagementNational Industry: Portfolio Management

How many employees does Byallaccounts have?

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Byallaccounts has 24 employees

What industry does Byallaccounts belong to?

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Byallaccounts is in the industry of: Computer Software

What are Byallaccounts' social media links?

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Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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