---
description: Review of ByAllAccounts Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: ByAllAccounts | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Small Business Accounting Software](/directory/506/small-business/software) > [ByAllAccounts](/software/118921/morningstar-byallaccounts)

# ByAllAccounts

Canonical: https://www.softwareadvice.com.au/software/118921/morningstar-byallaccounts

> Morningstar ByAllAccounts is a 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.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Morningstar

## Commercial Context

- **Pricing model**: Per Feature
- **Pricing Details**: Contact Morningstar for pricing information.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Accounting
- Activity Dashboard
- Audit Trail
- Bank Reconciliation
- Budgeting/Forecasting
- Cash Flow Management
- Cash Management
- Client Portal
- Data Import/Export
- Data Visualization
- Financial Analysis
- Financial Management
- General Ledger
- Income & Balance Sheet
- Performance Metrics
- Portfolio Management
- Profit/Loss Statement
- Real-Time Data
- Third-Party Integrations

## Integrations (1 total)

- Morningstar Office Cloud

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Small Business Accounting Software](https://www.softwareadvice.com.au/directory/506/small-business/software)

## Related Categories

- [Small Business Accounting Software](https://www.softwareadvice.com.au/directory/506/small-business/software)
- [Financial Reporting Software](https://www.softwareadvice.com.au/directory/1904/financial-reporting/software)
- [Accounting Software for Consultants](https://www.softwareadvice.com.au/directory/3705/consultant/software)
- [Enterprise Accounting Software](https://www.softwareadvice.com.au/directory/4001/enterprise/software)
- [Investment Management Software](https://www.softwareadvice.com.au/directory/4566/investment-management/software)

## Alternatives

1. [Backstop](https://www.softwareadvice.com.au/software/127096/backstop) — 4.3/5 (46 reviews)
2. [Carta](https://www.softwareadvice.com.au/software/66805/carta-for-investors) — 4.2/5 (62 reviews)
3. [QuickBooks Online](https://www.softwareadvice.com.au/software/393202/quickbooks-online) — 4.3/5 (8393 reviews)
4. [NetSuite](https://www.softwareadvice.com.au/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2003 reviews)
5. [Zoho Books](https://www.softwareadvice.com.au/software/392386/zoho-books) — 4.4/5 (672 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/118921/morningstar-byallaccounts)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/accounting/morningstar-byallaccounts-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/118921/morningstar-byallaccounts> |
| en-GB | <https://www.softwareadvice.co.uk/software/118921/morningstar-byallaccounts> |
| en-IE | <https://www.softwareadvice.ie/software/118921/morningstar-byallaccounts> |
| en-NZ | <https://www.softwareadvice.co.nz/software/118921/morningstar-byallaccounts> |

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