Learn more about open banking, data aggregation, and data enrichment with insights from Morningstar ByAllAccounts.
ByAllAccounts Resources
White Papers
Make Aggregated Data Your Most Valuable Asset
Discover the four factors of superior aggregation for enterprise level investment use cases.
Open Banking for Wealth Management in the United States - A Work in Progress
Today’s open banking direct data connections can provide reliable and secure access to the critical data necessary to maximize positive client outcomes and provide enhanced back-office efficiencies.
Cryptoasset Clarity: Why Your Advisors Need to Know All About Clients’ Crypto Portfolios
Reasons why your advisors need to understand their clients’ cryptoasset investments and how to discuss tax planning and risk management with clients. Learn how you can easily enable your advisors with visibility into clients’ cryptoassets.
eBooks
Wealth Management Firms’ Make-or-Break Decision
Here's how to choose the right data aggregation technology provider.
Personalization at Scale
How data aggregation enables tailored insights.
Top Trends in Wealthtech
Here's how how aggregated financial data fuels your innovation.
5 Key Answers
The impact of open banking and consumer-permissioned financial data in the wealth management space.
Brochure
Wealthtech: Make Data Your Differentiator
How to grow and scale your Wealthtech platform with the right aggregated wealth data and tools.
Guides
Data Aggregation 101: Beyond a Budget
Increase client loyalty with expert financial data aggregation.
More Data Connectivity With (A Lot) Less Work
How to get data feeds set up faster and more easily—so your customers can get the information they need for performance reporting.
Videos
An Overview of ByAllAccounts
See the short video.
Wealth Data Enrichment
Without enrichment, data is just a commodity.
Solution Briefs
Holistic Reporting for Multi-Custodied Advisors
Unleash the full potential of multi-custodied advisory practices with book of business data aggregation.
Financial Planning
Power personalized financial planning with aggregated investment data.
Portfolio Analysis
Unlock comprehensive investment insights for in-depth analysis.
Trade Compliance
Leverage data aggregation to automate trade compliance management.
Performance Reporting
How reconciliation-ready data enables more efficient and cost-effective performance reporting.
Financial Wellness
How wealth management platforms leverage account aggregation for financial wellness insights.
Open Banking FDATA Member Spotlight
See our spotlight as a member of the Financial Data and Technology Association.
Product Sheets
Data Aggregation
Unlock deeper portfolio insights with a new level of data enrichment.
Premium Portfolio Analytics
Unlock deeper portfolio insights with a new level of data enrichment.
Connect
Full-spectrum data visibility to optimize wealth and AUM.
AccountView
Enhance the impact of aggregated financial data.
Data Enrichment
Highest-quality data enrichment for exceptional investment insights.
Premium Data for Cryptoassets
Provides client aggregation of cryptoassets to allow advisors to deliver holistic financial advice and enable performance reporting.
Data Integration Service
Accelerate speed to market while reducing your costs.
Case Studies
Rowling and Associates
Morningstar® ByAllAccounts® helps a financial planner empower client success.
Asset Vantage
How one wealth tech built a game-changing platform for family offices.
Rainbook
How one forward-thinker transforms advisor-client relationships with qualitative compatibility analysis.
Webinars
Why Open Banking is Essential for Wealth Management (Financial Planning)
With clients looking for personal digital banking experiences, wealth management firms are increasingly seeing the value of open data access to supplement their advisory solutions.
Take Your Organization to the Next Level with the Power of Data Aggregation
Next-level service builds trust, the easiest and most productive step towards providing holistic financial guidance to your clients is to fully understand their entire financial picture.
Open Banking: 5 Key Questions Answered
Learn more about open banking, the benefit for the wealth management ecosystem, and why you need to partner with an investment-first data aggregator to receive high-quality data.
The ByAllAccounts Data Story: The Importance of Reconciliation-Ready Aggregated Data
More data does not automatically equal more value. Without a process to normalize and enrich this data, key insights remain hidden.
The Life Modes Model: A Data Driven Approach to Personalized Advice (Wealth Management.com)
Get an overview the Life Modes concept and demonstrate how data aggregation plus portfolio insights can be used by advisors for personalized advice and planning.
Aggregated Tax and Financial Data, Supercharge Your Advisor Productivity (Wealth Management.com)
Harness the power of user-permissioned financial and tax data to take your advisory services to the next level.
Improve Prospecting Efficiency with Data-Driven Insights
Align your firm's services with client needs and create stronger relationships that drive long-term growth.
Wealthtech Disruption: Top 5 Trends to Watch Out for in 2023 (VentureBeat)
Learn why high-quality, use case-specific data is crucial to power wealthtech solutions and apps.
ByAllAccounts Data Aggregation and Enrichment for Wealth Management Firms
Streamline your advisors’ productivity through a data-driven digital transformation that will ultimately help you retain your advisors and their clients.
Strengthening Advisor-Client Relationships & Outcomes with Secure Data Sharing
Learn how client-aggregated financial data can be your most valuable tool for providing truly personalized advice at scale.
Visibility into Clients’ Cryptoassets: A Game-Changer for Advisors
Learn why now, more than ever, visibility into client cryptoassets is so important for advisors.