The Importance of Reconciliation-Ready Aggregated Financial Data

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Presented by

Martin Dickau, Don McHenry and Karla Paxton

About this talk

More data does not automatically equal more value. That’s because aggregated data contains millions of lines of abbreviated and cryptic descriptions, amounts, dates, and other details. Without a process to normalize and enrich this data, key insights remain hidden. Morningstar® ByAllAccounts® is the only financial data aggregator that enriches data specifically for sophisticated investment use cases beyond asset allocation like performance reporting. Our proprietary process allows us to prepare the highest-quality data. ByAllAccounts uses AI and other proprietary technologies to deliver superior client account data that is truly reconciliation ready. Learn from an engaging conversation with an industry pioneer Martin Dickau, Head of Technology, and Co-Founder of ByAllAccounts, Don McHenry, Senior Product Manager, and Karla Paxton, SVP of Business Development at Morningstar and come away knowing: • What reconciliation-ready data really means • How ByAllAccounts uniquely enriches investment data • Ways to improve your back-office efficiencies and investor experience • Industry trends impacting financial data aggregation

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