ByAllAccounts byallaccounts.com


Public lists: Artificial Intelligence ( AI ) (3108)

ByAllAccounts provides innovative data aggregation technology for financial applications. The company develops the essential data aggregation technology that serves as the foundation for the financial industry's wealth management applications, including portfolio management, reporting, compliance, trust accounting, and client relationship management (CRM). Its open architecture solution uses artificial intelligence to gather and transform financial account data and deliver it to any financial pl...Show all

ByAllAccounts provides innovative data aggregation technology for financial applications. The company develops the essential data aggregation technology that serves as the foundation for the financial industry's wealth management applications, includ...Show all

Company (Acquired)

Phone: 781-376-0801

Fax:

10 State Street

Woburn, 01801
Massachusetts, United States

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Total Funding Date of Last Funding
ByAllAccounts $10M Apr 1, 2014

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Investors

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Patents

Title Application Date Patent Date Status
(Patent / Application)
Financial portfolio management system and method Jun 05, 2012 Jun 25, 2013 Patent
Financial portfolio management system and method Nov 13, 2009 Jul 10, 2012 Patent
Financial portfolio management system and method Jun 15, 2001 Dec 29, 2009 Patent