About Morningstar ByAllAccounts

Morningstar ByAllAccounts is a financial reporting solution designed to help businesses collect, transform, aggregate and deliver data related to client’s accounts. The web-based application captures investment data from several sources in a standardized format, allowing financial advisors to formulate investing strategies.

With Morningstar ByAllAccounts, investors receive firm-level feeds from a network of advisory firms and monitor the changes in the market. It provides asset managers with asset summary and activity details for producing a comprehensive investment plan. Additionally, it transfers the client’s account data to portfolios in real-time, facilitating reconciliation and compliance processes.

Morningstar ByAllAccounts facilitat...

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