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Investment-First Data Aggregation for Wealth Management Firms

For over 23 years, Morningstar ByAllAccounts® has been a pioneer in investment-first data aggregation and enrichment. We provide wealth management firms with aggregated custodial (or book of business) and client held-away financial data that can be leveraged across the entire advisor workflow, enabling the insights required for advisors to make more informed and personalized investment decisions on behalf of their clients.

Data-Driven Solution for the Wealth Management Digital Transformation

Modern Data Integration for Operational and Cost Efficiencies

When modernizing your data integration architecture, you need an interoperable data set that can be a single source across your entire organization and third-party applications. ByAllAccounts can bring together client-permissioned financial data with aggregated custodial data, creating a single source to provide timely and accurate data to fuel everything from onboarding to performance reporting, leading to operational and cost efficiencies.

Streamlined Productivity and Personalization at Scale

Our data aggregation and enrichment enables your advisors to streamline their productivity by automating the gathering of client’s historical, current, and ongoing financial data. By having a complete view of their clients' financial holdings, your advisors can deliver more personalized investment advice including analyzing the risk and return characteristics of a client's entire portfolio, identifying potential overlaps or gaps in their investments, and making recommendations for adjustments that can help meet the client's specific investment goals and risk tolerance.

Personalize the Investor Experience

Our fully co-brandable interface for linking accounts provides your advisors’ clients with a secure and easy means of viewing their net worth (assets and liabilities) and sharing the read-only information with their advisor. Your clients crave regular updates on their investments, we can also enable you to provide them with the ability to easily track progress against their long-term investments though an API-led user experience.

Give Your Wealth Manager a Competitive Advantage

With over two decades of experience serving complex investment use cases, we provide complete, clean, well-structured aggregated investment data. Your advisors build stronger relationships with their clients and ultimately drive better investment outcomes. You will have the data required for growing your business and the technology required for retaining your advisors and their clients.

Wealth Management Firms’ Make-or-Break Decision: How to Choose the Right Data Aggregation Technology Provider

Download our eBook to discover the benefits of purpose-driven data aggregation for wealth management firms, you will learn how to:

• Meet the challenges of the rapidly changing industry
• Use technology as differentiator with advisors and investors
• Evaluate your data aggregation technology partner

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