Morningstar® ByAllAccountsSM is distributed through 40+ resellers; features 4,200+ custodians/data sources, and is used by 2,100 clients.
With ByAllAccounts, you can recommend the best investment vehicles for your clients and be confident that you'll have access to the positions, holdings and/or transactions information required for reporting purposes, regardless of your specific portfolio accounting or reporting platform.
From the list below, choose a "target system" or "back office services firm" where you would like aggregated data from ByAllAccounts to be delivered to. You will be directed to the relevant follow-up page to request a quote / demo. If the firm is a reseller of ByAllAccounts one of their sales reps will follow-up with you.
Systems run in-house
Back Office for - Portfolio Center
Back Office for - Advent APX
Back Office for - Morningstar Office
Full Service - Portfolio Management & Reporting
Personal Trading Surveillance
Note: Depending upon the specific target system you selected you will either work directly with a ByAllAccounts sales rep or one of ByAllAccounts' resellers.
Don't see the system you are interested in? Email us at firstname.lastname@example.org