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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

Improve data accuracy

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

Get high quality data

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

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.