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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

Look to ByAllAccounts Data Feed Integration service to unlock access to more wealth management platforms for greater business opportunities. You’ll benefit from:

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.

Cost-Effective Approach
Reduce opportunity costs associated with data distribution, so you are able to focus your resources on other key business needs.

Financial Data Feed From Investments to Crypto

From traditional retirement products to digital assets, ByAllAccounts connects to a wide variety of financial data including, but not limited to:

Investment (brokerage, retirement, 529, etc.)

Insurance (annuity, life)

Banking (checking, savings, etc.)

Liabilities (credit cards, mortgages, loans)

Cryptocurrencies

Ready to See How a Data Integration Service Can
Support Your Operation?

ByAllAccounts Wealth Management Whitepaper

Data Feed Integration Service for Data Providers

A streamlined service that connects your data to the largest network of technology platforms in the U.S. wealth management industry. Through a single point of integration, you can go live quickly and at a reasonable cost to reach a wide network of your customers. A streamlined service that connects your data to the largest network of technology platforms in the U.S. wealth management industry. Through a single point of integration, you can go live quickly and at a reasonable cost to reach a wide network of your customers.

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Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

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How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

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Verify your identity, personalize the content you receive, or create and administer your account.
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Develop and improve features of our offerings.
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To learn more about how we handle and protect your data, visit our privacy center.

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Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.