Morningstar® ByAllAccountsSM is distributed through 40+ resellers; features 15,000+ financial institution data sources, and is used by 2,000+ 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.
Click here to schedule a time to speak with a sales rep, who can provide you with a quote or demo. Or, 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. There is information on each page about how to get in touch with someone who can help.
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
Use our calendaring app to schedule a phone consultation with us at your convenience or call 781-376-0801 (option 2 for sales).