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Introducing the Altruist and ByAllAccounts Integration

Altruist and Morningstar Wealth

We're excited to announce that Altruist now integrates with ByAllAccounts® and Morningstar OfficeSM. Both products are leading technologies that enable RIAs to deliver exceptional client experiences.     

ByAllAccounts specializes in supporting holistic wealth management through data aggregation and enrichment. It serves as a comprehensive wealth data aggregator, providing seamless access to over 15,000 data sources. This allows for the integration of investor held-away and advisor book of business accounts, ensuring the delivery of top-tier wealth data. ByAllAccounts is integrated into leading wealth technology and performance reporting platforms, including Morningstar Office.

Morningstar Office distinguishes itself as the sole RIA platform that merges Morningstar's esteemed data, research, and analysis tools into a single, convenient package for advisory practice and portfolio management. It enables RIA firms to engage in investment planning, portfolio analysis, and performance reporting, as well as the development of tailored model portfolios to align with client objectives.

This integration equips advisors leveraging Altruist and ByAllAccounts and Morningstar Office with sophisticated, digital-first custody solutions alongside deep investment data and analytics, paving the way for exceptional investor results. By enabling the ByAllAccounts connection through Altruist, advisors can export their daily Altruist account, position, and transaction data into various wealth applications, including Morningstar Office, Tamarac, and Elements.

"Integrating with ByAllAccounts has been a top request from many Altruist advisors, aiming to streamline their preparation for meetings, client statement generation, and model portfolio adjustments," shared Ted Zhang, Altruist Group Product Manager. "Our commitment to expanding collaborations that our advisors value is unwavering, and we're excited to welcome ByAllAccounts and Morningstar Office to our growing list of integrations."

Connecting with ByAllAccounts through Altruist is simple

  1. Log into your Altruist account and go to Settings > Integrations via your avatar at the top right.
  2. Click “Connect” beside the Morningstar Wealth logo and ByAllAccounts.
  3. Enter your email address. Optionally, specify which third-party platforms will receive your Altruist data via ByAllAccounts.
  4. Click “Submit” to initiate the integration process.

ByAllAccounts will contact you to verify the integration request. Upon confirmation, they will assist you in accessing the daily data feed by providing a password. Here’s how to proceed once you have your login details:

Once you set up your login credentials in ByAllAccounts AccountView, 

  1. Navigate to the "All Accounts" tab and select "Create Accounts with Credentials".
  2. Look for "Altruist - FTP Access" under institutions (avoid selecting the entry marked just "Altruist").
  3. Input your client ID (your Altruist rep code) and the password from ByAllAccounts.your downstream platforms. Note: It can take 1-2 business days for data to appear. 

After verification, your accounts will be ready for aggregation to your chosen platforms. Note that data may take 1-2 business days to appear. 

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