Build Performance Reports With Precise Data
Calculate returns using transaction-level cash flow details.
ByAllAccounts data aggregation network simplifies financial data collection and management for wealth management platforms and firms, providing unmatched breadth and depth of data through a single connection.
Discover the four factors of superior aggregation for enterprise-level investment use cases: Deepest data sourcing, highest-quality data, seamless integration to the Morningstar ecosystem, and a long-term commitment to the investment industry.
Reasons why your advisors need to understand their clients’ cryptoasset investments and how to discuss risk management. Learn how to enable your advisors with visibility into clients’ cryptoassets.
How to choose the right data aggregation technology provider.