ByAllAccounts | Morningstar

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About

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.

Contacts

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

productinfo@morningstar.com

https://www.facebook.com/MorningstarInc

https://www.linkedin.com/company/morningstar

https://twitter.com/MorningstarInc

Products / Services

Account Aggregation

Companies that integrate with 401GO

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

Integrations

Integrations: 26

Partnership: 0

FinFolio

Billing, Portfolio Accounting, Portfolio Reporting, Rebalancing, Trading

FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client...

Integrations: 25

Partnership: 0

Portfolio Pathway

Billing, Portfolio Reporting, Rebalancing, Tax Planning, Trading

Portfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved...

Integrations: 23

Partnership: 0

Advyzon

Billing, CRM, Document Management, Document Management

Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial...

Integrations: 4

Partnership: 0

STRATiFi

Analytics, Financial Planning, Risk Profiling, TAMP

StratiFi is a financial technology company empowering investment advisors to better understand portfolio and business risk. Its online platform gives...

Partnership

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