ByAllAccounts 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
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Overview

ByAllAccounts

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Pricing

Pricing available upon request

About ByAllAccounts

Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet the entire spectrum of business needs for wealth management enterprises, resellers/redistributors, and FinTechs.

Powered by more than 20 years of dedicated investment use case experience, Morningstar ByAllAccounts unlocks highly enriched investment data that empowers holistic portfolio management, exceptional client experiences, and leading-edge product innovations, so advisors and investors can discover new opportunities to optimize wealth. Using artificial intelligence and other advanced, proprietary systems to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems, Morningstar ByAllAccounts can help save time and operational costs.

Morningstar ByAllAccounts facilitates integration with third-party application providers such as Addepar, Black Diamond Reporting, Envestnet | Tamarac, Orion Advisor Services, and more. The pricing of the product is available on request and support is e...

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ByAllAccounts Pricing and Plans

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ByAllAccounts Features

Popular features found in Financial Reporting
Bank Reconciliation
Billing & Invoicing
Cash Management
Consolidation/Roll-Up
Data Import/Export
Expense Tracking
Financial Analysis
Multi-Currency
Reporting/Analytics
More features of ByAllAccounts
Accounting
Activity Dashboard
API
Audit Trail
Budgeting/Forecasting
Cash Flow Management
Client Portal
Data Visualization
Financial Management
General Ledger
Income & Balance Sheet
Performance Metrics
Portfolio Management
Profit/Loss Statement
Real-Time Data
Third-Party Integrations