Morningstar® ByAllAccounts®

Transforming financial data into insight through account aggregation.

Deliver insight built on account aggregation.

We aggregate raw data from over 15,000 sources. Because we are agnostic to formats, we choose the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows.

Data Curation

We standardize aggregated data into a single, consistent model based on industry standards and Morningstar’s proprietary identifiers, transforming disparate data into its most usable form.

Enriched data how you need it, where you need it.

ByAllAccounts uses an artificial-intelligence system to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems saving you time and operational costs.

Bridging the Gap

We use our patented process to make sense of insufficient data sources and to bridge gaps with Morningstar data, delivering enriched firm-level feeds to a network of over 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators.

How Morningstar ByAllAccounts Can Help You

Decades-long experience providing quality data.

Cutting-Edge Technology

We use a hybrid model that combines rules-based methods and machine learning for increased data accuracy.

Standard for Consistency

We use different-format sources to ensure completeness of data, standardizing 560,000+ publicly traded securities and 15,000 financial institutional connections with Morningstar’s industry-leading security master.

Precise Data for Reporting

Access transaction-level detail of clients’ cash flows to accurately calculate their performance returns.

Security Highly Prioritized

All sensitive data is transmitted and stored encrypted, even when communication is between components of the service itself.

Quality Client Data: Selecting
the Right Provider

Client account aggregation can give your firm holistic visibility into clients’ assets, help advisors plan comprehensively, and result in better investment outcomes. But how do you choose which data provider is best for your firm? Discover the three important questions to help you quickly understand data quality—the heart of choosing an aggregator.

Quality Client Data: Selecting the Right Provider

Client data aggregation can give your firm visibility into clients’ held-away assets, help advisors plan comprehensively, and result in better investment outcomes. But how do you choose which data provider is best for your firm? Find out the three important questions to help you quickly get to the heart of choosing an aggregator: data quality.

Ready to See for Yourself?

Get high-quality, aggregated, and curated data to power great advice.