Morningstar ByAllAccounts

ByAllAccounts, a subsidiary of Morningstar, is a prominent provider of financial data aggregation services specifically designed for investment management firms, wealth advisors, and financial planners.

The platform allows financial institutions to access and consolidate data from thousands of custodians, banks, and investment platforms, ensuring a holistic view of their clients' financial holdings.

ByAllAccounts specializes in enabling advisors to aggregate held-away assets, such as 401(k) accounts and brokerage accounts, to provide a full financial picture to clients.

ByAllAccounts is known for its high level of accuracy, advanced data reconciliation capabilities, and seamless integration with leading portfolio management and financial planning software.

The platform helps financial advisors minimize manual data entry, reduce operational errors, and deliver more accurate and up-to-date reports to their clients.

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