ByAllAccounts® Data Aggregation & Enrichment for US Wealth Management Firms

Presented by

Don McHenry, Senior Product Manager, Morningstar ByAllAccounts

About this talk

Morningstar ByAllAccounts® has been a pioneer of investment-first data aggregation and enrichment for over 23 years. We provide wealth management firms with aggregated custodial (or book of business) and client held-away financial data that can be leveraged across the entire advisor workflow, enabling the insights required for advisors to make more informed and personalized investment decisions on behalf of their clients. No matter the advisor affiliation model(s) you support, learn how ByAllAccounts can enable you to streamline your advisors’ productivity through a data-driven digital transformation that will ultimately help you retain your advisors and their clients. **NOTE** this product is only available in US markets.

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