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ByAllAccounts
Web-based account aggregation and financial reporting tool
Table of Contents
ByAllAccounts - 2026 Pricing, Features, Reviews & Alternatives
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ByAllAccounts overview
What is ByAllAccounts?
Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet the entire spectrum of business needs for wealth management enterprises, resellers/redistributors, and FinTechs.
Powered by more than 20 years of dedicated investment use case experience, Morningstar ByAllAccounts unlocks highly enriched investment data that empowers holistic portfolio management, exceptional client experiences, and leading-edge product innovations, so advisors and investors can discover new opportunities to optimize wealth. Using artificial intelligence and other advanced, proprietary systems to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems, Morningstar ByAllAccounts can help save time and operational costs.
Morningstar ByAllAccounts facilitates integration with third-party application providers such as Addepar, Black Diamond Reporting, Envestnet | Tamarac, Orion Advisor Services, and more. The pricing of the product is available on request and support is extended via email, phone, FAQs, and online documentation.
Starting price
Alternatives
with better value for money
ByAllAccounts’s user interface
ByAllAccounts reviews
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ByAllAccounts alternatives
ByAllAccounts
Starting from
No pricing info
Fund EZ
Starting from
140
Per month
Aplos
Starting from
79
Per month
Limelight
Starting from
999
Per month
ByAllAccounts integrations (1)
Top integrations
ByAllAccounts support options
Typical customers
Platforms supported
Support options
ByAllAccounts FAQs
ByAllAccounts has the following typical customers:
Freelancers, Mid Size Business, Small Business
These products have better value for money
Q. What languages does ByAllAccounts support?
ByAllAccounts supports the following languages:
English
Q. Does ByAllAccounts offer an API?
Yes, ByAllAccounts has an API available for use.
Q. What other apps does ByAllAccounts integrate with?
ByAllAccounts integrates with the following applications:
Morningstar Office Cloud
Q. What level of support does ByAllAccounts offer?
ByAllAccounts offers the following support options:
FAQs/Forum, Knowledge Base, Phone Support, Email/Help Desk