Account aggregation service for financial data.
API Access
Est. Price
~$5,000/yr est.
Update Frequency
Daily
Pricing Tiers
1
Regions
1
Quality SignalsB
Freshness
Recently enriched
Complete
81%
API
API Available
Product Overview
Investment Research and Portfolio Analytics Platform$$
Offering: Comprehensive suite of investment data, proprietary fund ratings, ESG research, and portfolio management software for institutional and retail financial professionals.
Best for: Wealth managers and institutional investment teams requiring integrated fund research, performance benchmarking, and client reporting tools.
Benefits
- Extensive global coverage of mutual funds and ETFs
- Industry-standard proprietary fund rating system
- Integrated ESG research via Sustainalytics
- Flexible delivery options including Snowflake and REST API
- Strong practice management and account aggregation capabilities
Drawbacks
⚠ Platform complexity can lead to steep learning curves · ⚠ Data latency may not meet the needs of high-frequency quant traders · ⚠ Fragmented user experience across multiple acquired product suitesProduct Intelligence
Value Score
48
quality per $
Price Position
P58
mid-range
Coverage
70
geo × freq × depth
Try-ability
15
ease of trial
Market concentration: 7% (fragmented — buyer leverage)
Product Details
Use Cases
Portfolio managementfinancial planningperformance reportingwealth managementclient onboarding
Categories
Financial DataPortfolio AnalyticsWealth ManagementAccount Aggregation
Coverage
Global
Delivery
REST APISFTPS3 BucketSnowflake ShareWeb UI download
Data Sources
web scraping
Detected Use Cases
insuranceinvestment research
Pricing Tiers
Vedex estimate
~$5,000/yr est.
SUBSCRIPTIONMEDIUM
Add to Data Room
Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$5,000/yr est.
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Web Authority
Emerging4 mentions·1 platform
LinkedIn
4 × 2 pts+8
Evidence4 sources
LinkedIn
Turnqey Labs, Inc. & Morningstar ByAllAccounts Integration ...
Some interesting data points worth sharing a few years into Turnqey Labs, Inc. integration with Morningstar ByAllAccounts: •Average per ...
LinkedIn
Greenboard's Unified Approach | Morningstar posted on ...
Huge thanks to Heather O'Reilly and the Morningstar ByAllAccounts team for creating this amazing series and inviting me to be the producer and ...
LinkedIn
Morningstar's Post
Streamline proposal generation, power risk analytics, and simplify other portfolio operations with Morningstar ByAllAccounts.
Data Dictionary
Expected fields and columns in this data product
About Morningstar ByAllAccounts
Morningstar ByAllAccounts is a financial data data product offered by Morningstar, Inc., available on discovery. Data is updated daily. API access is available for programmatic integration. Vedex estimates pricing at roughly $5,000/yr (an estimate, not a vendor-published price).
Account aggregation service for financial data.
About Morningstar, Inc.
Morningstar, Inc. is a data provider vendor based in Chicago, Illinois. Morningstar, Inc. is a leading provider of independent investment research, data, and software solutions for investors, financial advisors, and institutions globally. The company offers a comprehensiv...
Related Data Categories
Financial DataPortfolio AnalyticsWealth ManagementAccount Aggregation