ByAllAccounts Resources

Discover the four factors of superior aggregation for enterprise level investment use cases.

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.

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.

Here's how to choose the right data aggregation technology provider.

How data aggregation enables tailored insights.

Here's how how aggregated financial data fuels your innovation.

The impact of open banking and consumer-permissioned financial data in the wealth management space.

Increase client loyalty with expert financial data aggregation.

How to get data feeds set up faster and more easily—so your customers can get the information they need for performance reporting.

Offering fast, seamless, and reliable access to financial data through a single, secure connection.

See the short video.

Without enrichment, data is just a commodity.

See our spotlight as a member of the Financial Data and Technology Association.

Enable powerful portfolio rebalancing solutions with custodial data–including integrated open and closed tax lot data.

Get fast access to custodial feeds—and start saying “yes” to advisors—with our outsourced custodial feed network.

Power personalized financial planning with aggregated investment data.

Unlock comprehensive investment insights for in-depth analysis.

Leverage data aggregation to automate trade compliance management.

How reconciliation-ready data enables more efficient and cost-effective performance reporting.

How wealth management platforms leverage account aggregation for financial wellness insights.

Power Your weathtech platform with investment-first data aggregation and insights.

The ByAllAccounts premium tax lot aggregation gives wealthtech platforms access to detailed open and closed tax lot data.

Unlock deeper portfolio insights with a new level of data enrichment.

Full-spectrum data visibility to optimize wealth and AUM.

Enhance the impact of aggregated financial data.

Highest-quality data enrichment for exceptional investment insights.

Provides client aggregation of cryptoassets to allow advisors to deliver holistic financial advice and enable performance reporting.

Accelerate speed to market while reducing your costs.

Wealthtech Truthifi Uncovers Truth in Finance with Data Aggregation

Morningstar® ByAllAccounts® helps a financial planner empower client success.

How one wealth tech built a game-changing platform for family offices.

How one forward-thinker transforms advisor-client relationships with qualitative compatibility analysis.

As a wealthtech service provider or broker-dealer, you already know how complex and challenging it can be to cater to the growing needs of registered independent advisors (RIAs) and hybrid advisors who manage investments for their clients across multiple custodians.

In the rapidly evolving world of wealth management, staying ahead means leveraging every tool at your disposal. The ByAllAccounts Data Network is your gateway to a future where one integration connects wealth technology platforms to an expansive universe of financial data connections, transforming your operations, and setting a new standard for efficiency and innovation.

In today's rapidly evolving investment landscape, the significance of individuals’ investment in cryptoassets is crucial. This specially tailored webinar is designed to equip wealthtech platforms and wealth management firms with an understanding of why it's vital for their advisors to have insight into their client’s cryptoasset investments.

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.

More data does not automatically equal more value. Without a process to normalize and enrich this data, key insights remain hidden.

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.

Learn why high-quality, use case-specific data is crucial to power wealthtech solutions and apps.

Learn how client-aggregated financial data can be your most valuable tool for providing truly personalized advice at scale.

Learn why now, more than ever, visibility into client cryptoassets is so important for advisors.