DeepVest is excited to announce a new integration with Morningstar’s ByAllAccounts, bringing automated account aggregation directly into the DeepVest advisor platform.
Through the integration, advisors using DeepVest can securely connect client accounts from thousands of financial institutions and view a comprehensive picture of each client’s wealth directly within the platform, without manual data entry or reconciliation. By pairing ByAllAccounts institutional-grade account aggregation with DeepVest's AI-powered advisor experience, firms of any size can raise the standard for holistic, data-driven advice while helping to reduce manual work and operational friction.
“Advisors are expected to deliver holistic advice, but they’re often forced to do so with incomplete data,” said Toby Wade, CEO at DeepVest. “Client assets frequently sit outside the systems advisors use every day, creating blind spots when delivering advice. With this integration, we’re helping to eliminate those gaps and giving advisors a continuously updated view of their clients’ financial picture, making it easier to deliver comprehensive, personalized advice while spending less time on data entry and reconciliation.”
"ByAllAccounts powers thousands of advisors with high-quality financial account data aggregation," said Katy Gibson, Managing Director of ByAllAccounts at Morningstar. "The ByAllAccounts Integration with DeepVest brings that capability into a platform built for deterministic, AI-powered advice, helping firms deliver holistic, data-driven recommendations more efficiently."
The integration embeds ByAllAccounts account aggregation infrastructure directly into DeepVest’s advisor workflow. Advisors can securely connect client accounts through an embedded experience within their DeepVest workspace, designed to allow account, position and transaction data to flow automatically into the platform while being continuously updated. By eliminating fragmented data collection processes and manual account aggregation, advisors can gain a more complete foundation for portfolio analysis, client recommendations and ongoing wealth management conversations.
Building on the recent launches of Advisor Hierarchy, Behavioral Investment Suitability Analysis and the Firm-Level Governance Framework, DeepVest continues to expand its AI-powered investment platform with capabilities designed to strengthen advisor intelligence and the infrastructure that powers it. DeepVest’s growing suite of capabilities combines portfolio intelligence, behavioral analysis, governance controls and now comprehensive account aggregation within a single platform. Together, these capabilities aim to help advisors move beyond fragmented workflows and partial client data, enabling more personalized recommendations, improved operational efficiency and greater confidence in every investment decision.
As firms increasingly seek to deliver more holistic, data-driven advice, the ByAllAccounts integration helps address a foundational challenge: more complete visibility into client wealth regardless of where assets are held.
For more information on these new capabilities, advisors should request a live demo or contact DeepVest.