Independent broker dealers and dually registered advisory firms turn to the Morningstar® ByAllAccountsSM service to deliver a higher level of client service through a single, unified view of all their clients’ assets, including non-managed accounts. This “big picture” view gives them the opportunity to be a client’s financial quarterback and compete with independent financial advisors.
Broker dealers also use ByAllAccounts to monitor the personal trading activity of their reps.
Our knowledge-based process uses artificial intelligence to gather and transform financial account data to meet sophisticated data requirements. ByAllAccounts gathers and transforms position, security, and transaction level data on a nightly basis from thousands of institutions, and delivers it to the systems used for reporting and performance returns.
Supported accounts include:
We integrate with leading CRM, reporting and personal trading surveillance providers including:
Click here to see a fuller list of target systems we can deliver data to.
See what our intelligent data aggregation means to you by watching a pre-recorded 2-minute video.