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 da...