Tag: ByAllAccounts

Financial data aggregation has become a cornerstone of modern wealth management, enabling advisers to offer clients a unified view of their portfolios. By collecting and...

For financial data providers, distributing data efficiently to advisors has long been a complex challenge. With advisors increasingly reliant on WealthTech platforms for everything...

As the wealth management sector continues to attract more people and the marketplace becomes crowded with more providers, data analytics could be an important differentiator.

FinTech Global recently spoke to leaders in the WealthTech space at ByAllAccounts to highlight what WealthTech trends have shaped the first six months of...

Why Data Matters More Than Ever Data is invaluable to wealth management. Data is a powerful resource that when used effectively can help a firm...

Copia Wealth Studios is redefining wealth management for family offices and high-net-worth individuals by solving a longstanding challenge in financial data aggregation. With clients juggling...

The US Federal Reserve has opted to keep interest rates unchanged, a move that was widely anticipated by market participants.

Morningstar’s integration of Direct Advisory Suite with ByAllAccounts is revolutionising the way financial advisors and home offices manage client relationships and data workflows. By consolidating vast streams of financial information, the two platforms are transforming operational efficiency while delivering a seamless experience for both advisors and clients.

Data is a critical part of wealth management and investors are fully aware of this, but should they be more empowered to take control...

It has nearly been a decade since the EU launched its open banking rules, but has open banking lived up to its potential?