ByAllAccounts Description

ByAllAccounts converts financial data into insight by account aggregation. We combine raw data from more than 15,000 sources. We are not constrained by formats and choose the highest quality data from as many sources as possible to give clients visibility into their cash flows, spending habits, and holdings.

We standardize aggregated data to create a consistent model that is based on industry standards as well as Morningstar's proprietary identifications. This transforms disparate data into its most useful 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.

Our patented process helps us to understand insufficient data sources. We also bridge gaps with Morningstar data by delivering enriched firm level feeds to over 1,400 advisory firms, 50 redistribution partner and 40 platform integrators.

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Pricing

Free Trial:
Yes

Integrations

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Company Details

Company:
Morningstar
Year Founded:
1984
Headquarters:
United States
Website:
www.morningstar.com

Media

ByAllAccounts Screenshot 1
ByAllAccounts Screenshot 1
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Product Details

Platforms
SaaS

ByAllAccounts Features and Options

Financial Reporting Software

"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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