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ByAllAccounts

26 articles

Articles tagged "ByAllAccounts"

Page 1 of 2

Kunal Kapoor is executing a 'capital-lite' initiative but for now ByAllAccounts is sticking around.

Jul 9, 2026

Morningstar's sale of ByAllAccounts to Pello won't close -- the latest mishap in the 'aggregation' category as Plaid seeks IPO and CFPB mulls plan to permanently allow data fees

The Chicago fund tracker reassures RIAs the account aggregation service levels won't drop off -- not least because in-house Morningstar services rely on it.

Cynthia Rojas Sejas: In this next chapter, we are excited to focus capital and execution on accelerating innovation.

Apr 11, 2026

Morningstar moves on from ByAllAccounts -- sending it to a startup incubator -- 12 years after former CEO Joe Mansueto invited doubts by paying a premium for it after market already appeared commoditized

The Chicago firm is the latest to conclude that 'account aggregation' is a brutal business; Yodlee, Mint and Pontera have also experienced frustration.

Lowell Putnam: We've all decided to band together to principles that arent even necessarily in our own best interests.

May 17, 2018

Envestnet quietly deals rivals in on Yodlee play to placate big banks and their latent threat of 'oblivion' in response to 'screen scraping'

The Chicago-based outsourcer orchestrates a Yodlee/Morningstar/Quovo show of force in response to vulnerability to 'throttling' by mega-custodians

Lowell Putnam: We've got the second-mover advantage.

May 30, 2017

Fidelity-owned VC pumps $10 million into Quovo, which staffs up and prepares for the big leagues

CEO Lowell Putnam plays on 'second-mover advantage' and gets raves from Steve Lockshin, Ron Carson and Marty Bicknell

Lowell Putnam: Our vision is to take data that used to take weeks or months and we want to get that to advisors on a daily basis.

Sep 1, 2015

Quovo rakes in $4.75 million from VC backers and a triumvirate of angel RIAs: Carson, Bicknell and Lockshin

The mini-Yodlee is ready to play the feisty startup role in the RIA account aggregation market

Jud Bergman: So, you're basically asking if you need a quart of milk, why did you buy the cow. Is that what you're asking, Chris?

Aug 12, 2015

Envestnet stock skidded 35% -- so will it force a rethinking of the Yodlee deal?

The Chicago-based outsourcer's bid to increase shareholder value hazards a counterproductive outcome

Anil Arora: There’s an enormous transformation going on in financial services, and we’re going to accelerate that.

Aug 10, 2015

Envestnet buys Yodlee and its treasure trove of 'permissioned' data by selling its vision of the future of financial advice

The Chicago overachiever's deal is its third Silicon Valley acquisition overall, and second this year

Joel Bruckenstein: When you're strong you can afford to overpay a little bit.

Apr 25, 2014

How Joe Mansueto's purchase of ByAllAccounts is mostly a show of faith in the Morningstar brand, global reach and the future of asset-quarterbacking as a billable service

The Woburn, Mass.-based aggregator has the dubious distinction of being a near-monopolist that can't quite crack the profits puzzle, sources say

Joe Mansueto sees the buy 'particularly bolstering our offerings that support an advisor’s workflow.'

Apr 2, 2014

Why Morningstar's purchase of ByAllAccounts might be a bigger deal than its paltry $28-million price tag shows

The Chicago firm becomes the king of charging for held-away assets facilitation and has a view into the data of its competitors

BloombergBlack, which registered as an RIA with the SEC in 2010, has 33 employees, including former branch managers from TD Ameritrade and Fidelity will occupy a few square feet of this building.

May 8, 2013

What is up with Bloomberg launching an RIA, BloombergBlack, and hiring a bunch of ex-TD, -Fido and -Schwab folks to staff it?

It's not clear how this fits in with Bloomberg's bigger plan and the effort seems a little tentative but the data giant has resources

John Prendergast: [Current data aggregation is] like buying copper pipe when you want a finished bathroom. Blueleaf is the finished bathroom

Feb 11, 2013

How Blueleaf sees itself taming the RIA's two betes noire -- and how it is being challenged on that

The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management

Mike Paulus: Our goal is to be transformative from a technology perspective.

Jun 11, 2012

Addepar means to be the only technology platform RIAs will ever need -- and has MIT minds and PayPal money to back it up

The Silicon Valley fast-riser already won over Mark Zuckerberg's advisor and aims to serve the complex, high-end advisory offices

Reed Colley: We don't make people pay twice for two programs.

Jun 6, 2012

Black Diamond is setting its sights on smaller advisors and other things I learned over breakfast with Reed Colley

Advent Custodial Data and Moxy are now part of the Black Diamond arsenal and pricing may become attainable for small RIAs with moxie

Iconiq's San Francisco offices are little more than a receptionist's desk and a row of trading screens -- but it's more than enough to manage the assets of Facebook's billionaires.

May 18, 2012

How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street

Breakaway out of Morgan Stanley, Divesh Makan, attracts the Mark Zuckerbergs and Sheryl Sandbergs of the world with his pedigree and presence

James Carney: The cost of [paying] us versus what they get [in revenues] is a rounding error.

Mar 12, 2012

ByAllAccounts doubled advisory assets aggregated to $400 billion in 2011

New partners like Redtail Technology, Envestnet and AssetBook helped pave the way

ByAllAccounts

Articles tagged "ByAllAccounts"

Morningstar's sale of ByAllAccounts to Pello won't close -- the latest mishap in the 'aggregation' category as Plaid seeks IPO and CFPB mulls plan to permanently allow data fees

Morningstar moves on from ByAllAccounts -- sending it to a startup incubator -- 12 years after former CEO Joe Mansueto invited doubts by paying a premium for it after market already appeared commoditized

Envestnet quietly deals rivals in on Yodlee play to placate big banks and their latent threat of 'oblivion' in response to 'screen scraping'

Fidelity-owned VC pumps $10 million into Quovo, which staffs up and prepares for the big leagues

Quovo rakes in $4.75 million from VC backers and a triumvirate of angel RIAs: Carson, Bicknell and Lockshin

Envestnet stock skidded 35% -- so will it force a rethinking of the Yodlee deal?

Envestnet buys Yodlee and its treasure trove of 'permissioned' data by selling its vision of the future of financial advice

How Joe Mansueto's purchase of ByAllAccounts is mostly a show of faith in the Morningstar brand, global reach and the future of asset-quarterbacking as a billable service

Why Morningstar's purchase of ByAllAccounts might be a bigger deal than its paltry $28-million price tag shows

What is up with Bloomberg launching an RIA, BloombergBlack, and hiring a bunch of ex-TD, -Fido and -Schwab folks to staff it?

How Blueleaf sees itself taming the RIA's two betes noire -- and how it is being challenged on that

Addepar means to be the only technology platform RIAs will ever need -- and has MIT minds and PayPal money to back it up

Black Diamond is setting its sights on smaller advisors and other things I learned over breakfast with Reed Colley

How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street

ByAllAccounts doubled advisory assets aggregated to $400 billion in 2011

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