Account Aggregation

Through our technology partner, Morningstar/ByAllAccounts we offer you the ability to aggregate your accounts from multiple sources into a single, secure system. You can then view and analyze this aggregated portfolio and see your exact net worth on a daily basis. This aggregation includes both asset and liability accounts, so you can gain a complete and up-to-date picture of your wealth.

The types of accounts you can aggregate in the Morningstar/ByAllAccounts system include:

Asset Accounts

Investment Accounts (Pershing, etc.)
Managed Money Accounts
Direct Mutual Fund and Variable Annuity Accounts
Bank Accounts
Alternative Investments
Insurance

Liability Accounts

Mortgages
Car loans
Credit Cards
Bill Pay

In addition to aggregating your accounts, Morningstar/ByAllAccounts allows your financial advisor to manage your wealth on a more holistic basis, whether your advisor is running financial plans, investment proposals, or simply analyzing your assets.

Global Markets

China's Balancing Act In The Trade War

China’s economy is in a tough spot, facing multiple headwinds including escalating trade frictions, tightening global financial conditions led by the U.S. rate hikes, and deleveraging efforts curbing domestic demand.

Market Commentary

Real Assets: Opportunities and Constraints for Investors

With sovereign wealth and public pension funds’ investments to real assets set to rise by over US$400bn in the next two years, Alan Flanagan, Managing Director, Global Head of Private Markets and Marvin Vervaart, EMEA Pensions Product Head, explore how...

Investment Insight

The Importance of a Strong Foundation

In Jeff Mortimer's September 2018 Investment Update, rather than look at this bull market's extraordinary age, he prefers to focus on the fundamentals, which appear to remain strong.

Asset Allocation

Investing for a Disruptive Future

Technological advances are pointing toward a future in which markets are subject to rapid and continuous change. This presents new challenges for investors, but also new opportunities.

Economic Insight

How Family Businesses Can Avoid the Wealth Transfer Trap

An estimated $8.8 trillion will be passed down to Gen X and millennials by 2027. But research shows that 70% of families lose their wealth by the second generation and 90% lose it by the third. Why?

OEG Capital Group

Global Wealth Management

Navigation