Data Aggregation


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Our integration with Morningstar ByAllAccounts Aggregation service provides clients their entire financial picture in one place. Data for investment accounts, bank accounts, credit cards and more are retrieved nightly into the client portal and advisor portal, creating a more holistic view of the client’s finances. Your clients can easily link accounts from over 10,000 financial institutions through their client portal, providing a more comprehensive advice and guidance service. Fantastic for financial planning.