Audience
Investment firms, financial services and fund managers that need to provide visibility into clients’ holdings, spending habits, and cash flows
About ByAllAccounts
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.
Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Morningstar
Founded: 1984
United States
www.morningstar.com
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Product Details
Platforms Supported
SaaS
ByAllAccounts Product Features
Financial Reporting
Audit Trail
Cash Management
General Ledger
Profit / Loss Statement
"What If" Scenarios
Balance Sheet
Consolidation / Roll-Up
Forecasting
Income Statements
Multi-Company
Multi-Department / Project