ByAllAccounts

ByAllAccounts

Morningstar
+
+

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About

ByAllAccounts transforms financial data into insight through account aggregation. We aggregate raw data from over 15,000 sources. Because we are agnostic to formats, we choose the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows. We standardize aggregated data into a single, consistent model based on industry standards and Morningstar’s proprietary identifiers, transforming disparate data into its most usable form. ByAllAccounts uses an artificial-intelligence system to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems saving you time and operational costs. We use our patented process to make sense of insufficient data sources and to bridge gaps with Morningstar data, delivering enriched firm-level feeds to a network of over 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators.

About

Masttro is a wealth‑tech platform that aggregates all aspects of an estate, liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and more, across geographies and currencies into a single, unified WealthData system that offers full‑picture visibility and control. It supports direct ingestion from 550+ custodian feeds and alternative sources, and Doc AI automates the extraction of statements and capital activity from fund portals. It provides intuitive, customizable dashboards, templated and ad‑hoc reporting, task management, secure document storage, permissioned client portals, and a flexible API for seamless integration with existing tech stacks. Encrypted with military‑grade security and private key encryption, data is protected at rest and in transit. Designed for family offices, wealth advisors, and professional service firms, Masttro delivers dynamic performance analysis, portfolio oversight, data visualization, and more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investment firms, financial services and fund managers that need to provide visibility into clients’ holdings, spending habits, and cash flows

Audience

Family offices and wealth advisors seeking a solution to consolidate complex asset portfolios, automates data feeds and reporting, and delivers full visibility and control

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Morningstar
Founded: 1984
United States
www.morningstar.com

Company Information

Masttro
United States
www.masttro.com

Alternatives

Alternatives

Categories

Categories

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Integrations

Apiax
Brivo
Co-Pilot
MoneyGuide
ProTracker Advantage
Teamstack
Visual KPI

Integrations

Apiax
Brivo
Co-Pilot
MoneyGuide
ProTracker Advantage
Teamstack
Visual KPI
Claim ByAllAccounts and update features and information
Claim ByAllAccounts and update features and information
Claim Masttro and update features and information
Claim Masttro and update features and information