Morningstar has agreed to sell its ByAllAccounts financial data aggregation business to Pello Companies. The company is expanding the availability of its core investment, ESG, and credit data on ...

Pello Companies will appoint Cynthia Rojas Sejas as Chief Executive Officer of ByAllAccounts. With 25 years of senior ...

Vancouver, British Columbia--(Newsfile Corp. - July 3, 2024) - Inverite Insights Inc. (CSE: INVR) (OTC Pink: INVRF) (FSE: 2V00) ("Inverite" or the "Company"), is a leading AI-driven software provider ...

The power of seamless data consolidation creates a better advisor and client experience. The Direct Advisory Suite platform and ByAllAccounts, by working together, eliminated the fragmented user ...

Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software today announced an integration with Morningstar's ByAllAccounts, a premier data ...

FactSet Research Systems Inc. (NYSE:FDS) operates within a competitive environment that includes other providers of financial ...

Tink, a leading European open banking platform, is changing financial services through AI-driven data aggregation, real-time insights, and enhanced payment solutions. By using machine learning and ...

FactSet Research Systems Inc. (NYSE:FDS) operates as a global provider of financial data and analytics solutions, offering integrated platforms that support decision-making across capital markets.

Perplexity AI has integrated its system with Plaid, one of the world's largest financial data networks. Learn more!

The writing has been on the wall for several years, but it has finally happened: Envestnet is selling its data aggregation and analytics subsidiary Yodlee a decade after its acquisition. The ...