Croesus, a leading provider of wealth management solutions, and Morningstar, Inc., a leading provider of independent investment research, today announced at the AICPA Conference the integration of the Morningstar® ByAllAccountsSM aggregation service into the Croesus portfolio management platform for financial institutions.
The integration allows investment professionals to offer consolidated reporting through custodial and held-away account data aggregation from thousands of financial institutions and different account types, such as IRAs, trusts, 401(k)s, 529 plans, annuities, mutual funds, alternative investments and REITs. Aggregated account data includes investment positions, balances, transactions and securities.