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Transform financial data into insight through account aggregation

Unlock highly enriched investment data that empowers holistic portfolio management, exceptional client experiences, and product innovations.

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Why choose ByAllAccounts

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Improve data accuracy

Get superior outcomes thanks to our cutting-edge hybrid model that combines rules-based methods and machine learning.

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Get high quality data

Rely on our proprietary data enrichment engine driven by investment use cases and knowledge-based processes via machine learning.

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Increase security

Secure your sensitive data while it is transmitted, stored, and encrypted—even when communication is between components of the service itself.

Transform disparate data into its most usable form

  • Data sourcing
  • Reporting
  • Industry-leading security master
  • Data import/export
  • Portfolio management
  • Integration to the Morningstar ecosystem

Ready to See for Yourself?

See how our high-quality, curated, and aggregated financial data will power great advice.