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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.

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.

Download The Guide

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?

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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.

Download Data Sheet