ByAllAccountsMorningstar
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Related Products
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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.
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About
Real-time data. Automated compliance reporting. Great collaboration. And the tools you need to create new revenue from advisory services. Silverfin connects with your clients’ bookkeeping and financial systems to bring you all the data you need – whatever the source. We automate your compliance accounting workflows, improving your speed, accuracy and profitability. Then our powerful analytics and reporting tools give you the data and insight you need to be your clients’ most trusted advisor. Connected accountants have four sights. As you achieve each sight your firm, team and clients are more connected. More productive. Can develop new services. Improve competitiveness and secure more revenue. Look back with confidence. Standardize and automate compliance and reporting for all your clients. Liberate your team from number-crunching and give them more time for advising clients.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investment firms, financial services and fund managers that need to provide visibility into clients’ holdings, spending habits, and cash flows
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Audience
Accountants and companies in need of a cloud platform to automate compliance reporting
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMorningstar
Founded: 1984
United States
www.morningstar.com
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Company InformationSilverfin
Belgium
www.silverfin.com
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Categories |
Categories |
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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
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Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
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Integrations
AdminPulse
Apiax
Brivo
Co-Pilot
MoneyGuide
Octopus Accountancy
Penneo
ProTracker Advantage
QuickBooks Online
Sage 100
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Integrations
AdminPulse
Apiax
Brivo
Co-Pilot
MoneyGuide
Octopus Accountancy
Penneo
ProTracker Advantage
QuickBooks Online
Sage 100
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