Morningstar ByAllAccounts aggregation service

Available from Morningstar, Inc.

Product Details

The Morningstar ByAllAccounts aggregation service gathers hard-to-reach data from thousands of financial institutions and connects it to leading portfolio management platforms for a unified client view. This view enhances an advisor's ability to provide holistic advice and reporting based on all of a client's assets, including variable annuities, REITs, retirement accounts, and offshore funds.

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