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Fintech Integration Marketplace / Wealth Management / Account Aggregation

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ByAllAccounts | Morningstar

ByAllAccounts (BAA) aggregates over 15,000 sources. Because BAA is agnostic to formats, it chooses the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows.

Website

https://www.morningstar.com/products/byallaccounts

Contacts

productinfo@morningstar.com

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  • Account Aggregation
Morningstar

Companies that integrate with ByAllAccounts

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

advyzon
Advyzon
Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms.
#CRM #Billing #Document Management
Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
#Portfolio Management #Billing #CRM #Rebalancing #Trading #Portfolio Reporting
FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
#Portfolio Accounting #Billing #Rebalancing #Trading #Portfolio Reporting
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
#Portfolio Reporting #Billing #Rebalancing #Trading #Tax Planning
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
StratiFi
STRATiFi
StratiFi is a financial technology company empowering investment advisors to better understand portfolio and business risk.
#Risk Profiling #Analytics #Financial Planning

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