ByAllAccounts

Morningstar ByAllAccounts gathers, transforms, and delivers financial account data.

ByAllAccounts

Free Trial

Show more categories

Administrator in Financial Services

Advanced user of ByAllAccounts

★★★★★

Works, but needs quite a bit of setup

What do you like best?

Once the accounts are linked By All Accounts updates the vales daily. (theoretically)

What do you dislike?

The data seems to be incorrect occasionally and the customer service is not the best at times when dealing with how By All Accounts integrates with Office.

What problems are you solving with the product? What benefits have you realized?

Aggregating client accounts into Morningstar Office. Consistent data aggregation without manually updating accounts.

Review source: G2.com