Earlier this year, I explained how a new federal law, the Financial Data Transparency Act (FDTA), will require states and localities to prepare financial information in machine-readable forms. Since ...

Demand for operational efficiency, consistent services and constant uptime has never been stronger in the fast-changing financial scene of today. From transaction processing to customer service, ...

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 ...

Access to reliable financial data is an essential part of an advisory firm’s operations. Accurate information helps you make smart investment decisions, ensure regulatory compliance, and fulfill your ...

Perceptions build over time, and sometimes, they linger long after the facts have changed. ByAllAccounts, part of Morningstar Wealth, has been in the financial data aggregation business since 1999. We ...

Nearly every major financial crime case touches Bank Secrecy Act filings—here’s how SARs, CTRs, and Forms 8300 drive investigations and prosecutions. When it comes to financial crimes investigated by ...

Today’s financial institutions depend on databases with no room for error. A single unsafe query, or accidental production change can trigger outages, inaccurate ...