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Wealthtech Toolbox: How to Facilitate Custodial Independence for Your Advisors
As a wealthtech service provider or broker-dealer, you already know how complex and challenging it can be to cater to the growing needs of registered
independent advisors (RIAs) and hybrid advisors who manage investments for their clients across multiple custodians. At ByAllAccounts, we've been
supporting multi-custodied advisors for over 23 years, and we understand their unique requirements and challenges. We firmly believe that enabling your a…
Bridging the Gap: Gain Visibility into Client Cryptoassets for Your Advisors
In today's rapidly evolving investment landscape, the significance of individuals’ investment in cryptoassets is crucial. This specially tailored webinar is
designed to equip wealthtech platforms and wealth management firms with an understanding of why it's vital for their advisors to have insight into their
client’s cryptoasset investments. Additionally, we will highlight how the ByAllAccounts wealth data ecosystem is bridging the visibility gap so advisors can vie…
The Importance of Reconciliation-Ready Aggregated Financial Data
More data does not automatically equal more value. That’s because aggregated data contains millions of lines of abbreviated and cryptic descriptions,
amounts, dates, and other details. Without a process to normalize and enrich this data, key insights remain hidden. Morningstar® ByAllAccounts® is the
only financial data aggregator that enriches data specifically for sophisticated investment use cases beyond asset allocation like performance reporting. Ou…
Morningstar Office ℠ - A Better Way to Work
• Morningstar Office℠ is our portfolio accounting and practice management software that helps advisors get more done. Our software platform supports
your day-to-day activities with its billing, performance reporting, rebalancing, and account aggregation tools, all powered by Morningstar® independent data
and research. • Build client connections with confidence by leveraging research investors trust and data you can depend on • Assess risk and exposure i…
5 Steps to Automating OFAC Compliance (The Details Please)
Automating OFAC compliance through ThreatSTOP can be as simple as five steps: Seamlessly integrating the aggregation and enrichment of threat
intelligence from diverse sources Precision categorization User-customized policy creation Thorough research and enrichment, including subsidiary
identification Effortless enforcement with automated reporting, ensuring efficient and effective risk mitigation. Watch this video as Paul and Ofir discuss di…
Understanding Bots and Their Role in Credential Stuffing
Botnets can be good or bad. Malicious bots could be used to launch a variety of attacks from DDoS to web application attacks to credential stuffing. Good
bots, on the other hand, may serve legitimate business functions such as search engine optimization, conversational interfaces and service aggregation. As
organizations introduce more automation and APIs into their digital platforms, they need to allow good bots to function while managing the risk associated …
Modernize Your Payment Processing System Now
The Indian payment landscape has undergone a drastic change in the last decade. From a cash economy paper-based clearing to innovative digital payment.
These initiatives include JAM provision being the catalyst for a digital payment infrastructure, Jan Dhan Yojana financial inclusion program, Issuance of Aadhar
Citizen ID to billion of people and the increasing mobile phone penetration with cheap data across the country. Under the vision of RBI, the next phase wa…