---
description: Learn how ByAllAccounts can help your business. GetApp provides users in South Africa with the most detailed information on software tools, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: ByAllAccounts Reviews, Prices & Ratings | GetApp South Africa 2026
---

Breadcrumb: [Home](/) > [Financial Reporting Software](/directory/247/reporting/software) > [ByAllAccounts](/software/2035299/morningstar-byallaccounts)

# ByAllAccounts

Canonical: https://www.getapp.za.com/software/2035299/morningstar-byallaccounts

> Morningstar ByAllAccounts is the only financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## 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

- [Financial Reporting Software](https://www.getapp.za.com/directory/247/reporting/software)

## Related Categories

- [Financial Reporting Software](https://www.getapp.za.com/directory/247/reporting/software)
- [Investment Management Software](https://www.getapp.za.com/directory/17/investment-portfolio-management/software)
- [Stock Portfolio Management Software](https://www.getapp.za.com/directory/1535/stock-portfolio-management/software)

## Alternatives

1. [Backstop](https://www.getapp.za.com/software/114289/backstop1) — 4.3/5 (46 reviews)
2. [Carta](https://www.getapp.za.com/software/117139/carta-equity-management) — 4.2/5 (62 reviews)
3. [QuickBooks Online](https://www.getapp.za.com/software/20428/quickbooks-online-edition) — 4.3/5 (8393 reviews)
4. [QuickBooks Enterprise](https://www.getapp.za.com/software/115227/quickbooks-enterprise) — 4.5/5 (20614 reviews)
5. [Xero](https://www.getapp.za.com/software/1671/xero) — 4.4/5 (3273 reviews)

## Links

- [View on GetApp](https://www.getapp.za.com/software/2035299/morningstar-byallaccounts)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/morningstar-byallaccounts/> |
| en-AE | <https://www.getapp.ae/software/2035299/morningstar-byallaccounts> |
| en-AU | <https://www.getapp.com.au/software/2035299/morningstar-byallaccounts> |
| en-CA | <https://www.getapp.ca/software/2035299/morningstar-byallaccounts> |
| en-GB | <https://www.getapp.co.uk/software/2035299/morningstar-byallaccounts> |
| en-IE | <https://www.getapp.ie/software/2035299/morningstar-byallaccounts> |
| en-NZ | <https://www.getapp.co.nz/software/2035299/morningstar-byallaccounts> |
| en-SG | <https://www.getapp.sg/software/2035299/morningstar-byallaccounts> |
| en-ZA | <https://www.getapp.za.com/software/2035299/morningstar-byallaccounts> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Review, Compare and Evaluate small business software. GetApp South Africa has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.za.com","url":"https://www.getapp.za.com/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@type":"Organization","@id":"https://www.getapp.za.com/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.linkedin.com/company/getapp-com-a-gartner-company/","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"ByAllAccounts","description":"Morningstar ByAllAccounts is the only 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.\n\nPowered 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.\n\nMorningstar 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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/a6bd7118-4356-4cc5-99c6-dfd44ff3a107.png","url":"https://www.getapp.za.com/software/2035299/morningstar-byallaccounts","@type":"SoftwareApplication","@id":"https://www.getapp.za.com/software/2035299/morningstar-byallaccounts#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.za.com/#organization"},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial Reporting Software","position":2,"item":"/directory/247/reporting/software","@type":"ListItem"},{"name":"ByAllAccounts","position":3,"item":"/software/2035299/morningstar-byallaccounts","@type":"ListItem"}],"@id":"https://www.getapp.za.com/software/2035299/morningstar-byallaccounts#breadcrumblist"}]}
</script>
