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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

Advent Axys/APX
Financial Navigator, Inc.
HWA International
Morningstar Office
Morningstar PrincipiaCAMS
Schwab PortfolioCenter®

Back Office for - Portfolio Center

AllBackoffice Consulting
Back Office Support Service (BOSS)
Envestnet B-Ready

Back Office for - Advent APX

Advent On-Demand

Back Office for - Morningstar Office

Back Office Support Service (BOSS)

Full Service - Portfolio Management & Reporting

Envestnet Tamarac
Envestnet Vantage
Interactive Advisory Software
Orion Advisor Services
Portfolio Pathway


Pareto Platform CRM
Redtail Technology CRM

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