Speed, Simplicity, and Scale: The Power of Seamless Data Integration for the Wealthtech Digital Shake-up

Integration isn’t a footnote—it’s the foundation. Without it, even the best tools fall short. Seamless integration eliminates inefficiencies, elevates the advisor experience, and delivers what clients expect: fast, frictionless service.

For wealthtech platforms, the stakes are even higher. Without integration, their value to wealth management firms erodes, and scaling within the industry becomes nearly impossible. In a market where collaboration is key, disconnected systems aren’t just an inconvenience—they’re a deal-breaker.

The future of wealth management isn’t about more tools, it’s about making them work together.

To eliminate inefficiencies and unlock growth, wealthtech platforms need a data network partner that delivers: 

• Seamless data connectivity: A partner that ensures data flows smoothly across the ecosystem, eliminating silos and operational bottlenecks. 

• Proven integration success: Easy, reliable integrations that reduce time-to-market and complexity. 

• Scalable flexibility: The ability to add new custodial connections without excessive costs or hassle, keeping your platform agile and ready to grow. 

The Payoff: 

• Cost efficiency: Reduce operational overhead and redirect resources toward innovation. 

• Operational focus: Free up your engineering team to focus on building features, not patching integrations. 

• Sales enablement: A strong custodial network removes deal blockers and accelerates growth. 

The right partner doesn’t just support your platform—it transforms it into a competitive powerhouse. 

ByAllAccounts, part of Morningstar Wealth, takes the headache out of data integration. Instead of juggling multiple, time-consuming integrations across different data sources, wealthtech platforms only need to connect once to tap into our vast network of standardized financial data. With one simple integration, wealthtech platforms can access more than 15,000 data sources, including nearly 200 custodial feeds. And since all the data is already standardized, platforms can trust it’s consistent and accurate without the need for micromanaging every individual feed.

What makes ByAllAccounts stand out is its ability to support new tools and platforms without the need for tight, resource-heavy integrations. Infrastructure teams won’t have to invest endless hours just to keep the data flowing smoothly to their customers and across the wealth ecosystem. ByAllAccounts handles the complexities of data reconciliation and normalization, so platforms and their customers can benefit from the seamless flow of accurate, fit-for-purpose wealth data.

ByAllAccounts makes new integrations an opportunity—not a setback. Our network delivers the data you need, when you need it, and in the format that best suits your business. This way, you can focus on what truly matters: delivering exceptional service and driving growth.

To find out more about the ByAllAccounts Data Network, download our guide or contact us.