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ByAllAccounts Data Aggregation

ByAllAccounts data aggregation network simplifies financial data collection and management for wealth management platforms and firms, providing unmatched breadth and depth of data through a single connection.

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Exceptional data makes for exceptional financial outcomes. Explore how ByAllAccounts supports the wealth-management data ecosystem.

For Wealth-Management Firms

Break down data silos and reduce integration complexities with convenient account aggregation. Wealth-management firms can simplify data distribution while attracting advisors and clients.
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For Wealthtechs

Access a custodial network of ~200 data feeds, from top custodians to specialty tech providers. Wealthtechs can eliminate both the high cost of custom integrations and barriers to onboarding new advisors and firms.
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For Financial Data Providers

A single connection to the ByAllAccount Data Network can efficiently distribute your data across an extensive network of 50-plus wealthtech platforms and 70-plus portfolio management systems and redistributors serving RIAs and broker-dealer firms.
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A decorative image used to represent the easy access to a custodial network of approximately 200 data feeds made possible by Morningstar ByAllAccounts.
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Use Cases for Financial Data Aggregation

ByAllAccounts provides holistic, relevant data. We service a network of over 6,000 advisory firms. Integrations span over 70 redistributors, enterprises, and over 50 wealth platforms, solving for various use cases.
Reporting

Build Performance Reports With Precise Data

Calculate returns using transaction-level cash flow details.

Advisor-Led Aggregation

Support for Multi-Advisor Affiliation Models

Gain a single point of access to more than 1,200 custodial (book of business) data sources and deliver reporting to clients with ease.

Portfolio Analytics

Unearth Actionable Insights

See into client holdings, risk, spending habits, and cash flows.

Financial Planning

Personalize Portfolios for a Growing Business

Aggregated data uncovers trends for informed proposals.

Compliance

Manage and Monitor Trade Compliance

Mitigate conflicts of interest and comply with regulations.

Financial Wellness

Strengthen Client Relationships

Build digital tools to help clients with personal financial guidance and view of their full financial picture.

Core Capabilities of the ByAllAccounts Aggregation Platform

The ByAllAccounts Data Platform accesses and delivers data across your organization so you can empower advisors with the data and insights behind personalized, actionable financial advice.

ByAllAccounts Wealth Data Aggregation Products

ByAllAccounts is the only financial data aggregation platform that exclusively serves the wealth management ecosystem. Explore our products.
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Advisor-Permissioned Book of Business Aggregation

Multicustodied advisors gain a single point of access to see their complete books of business from different institutions, empowering advisors to deliver comprehensive reporting to clients.

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Client-Permissioned Account Aggregation

Your advisors can invite clients to easily link and then view their full financial picture and track progress against their goals. Your advisors also gain visibility into their clients' held-away accounts to give personalized advice.

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Premium Portfolio Analytics

Enrich your data with investment attributes like region, asset allocations, sector exposure, style boxes, and more.

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Data Integration Service for Custodians and Data Providers

Discover a cost-effective way to add your firm’s data to feeds in your customers’ wealth technology and daily reporting platforms.

Trusted by leading wealthtech platforms

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Announcements

Resources

White Paper

Make Aggregated Data Your Most Valuable Asset

Discover the four factors of superior aggregation for enterprise-level investment use cases: Deepest data sourcing, highest-quality data, seamless integration to the Morningstar ecosystem, and a long-term commitment to the investment industry.

Product Sheet

Financial Data Aggregation of Cryptoassets

eBook

The Evolution of Open Banking to Open Finance in Wealth Management

White Paper

Cryptoasset Clarity

Reasons why your advisors need to understand their clients’ cryptoasset investments and how to discuss risk management. Learn how to enable your advisors with visibility into clients’ cryptoassets.

Product Sheet

Wealth Management Firms’ Make-or-Break Decision

How to choose the right data aggregation technology provider.

Let’s collaborate

Connect with an aggregation specialist