Financial Data Feed Integration
Accelerate Speed to Market While Reducing Your Costs
Your customers expect access to their financial data within the reporting platforms they use daily. This requires a significant investment of time and resources on your part to establish direct integrations across the large network of wealth reporting platforms used by your customers. And because the platforms themselves may not consider your direct integration a priority, you’re beholden to their timeline and roadmap. Morningstar ByAllAccounts offers a better way.
A Single Point of Data Integration, a Wealth of Connections
ByAllAccounts offers exclusive access to the deepest, broadest network available:
• 70+ redistributors
• 50+ platform integrations
• 16,000+ advisors using ByAllAccounts
Streamlined Processes, Expanded Opportunities
An Efficient Network Effect
Our coverage includes our expansive distribution network used by the majority of advisors and other financial professionals.
Increased Speed to Market
Quickly reach customers through ByAllAccounts’ pre-existing data integrations.
Reduce opportunity costs associated with data distribution, so you are able to focus your resources on other key business needs.
More Data Connectivity With (A Lot) Less Work
Learn how to get data feeds set up faster and more easily—so your customers can get the information they need for performance reporting.