Partner Types


Preferred Plus


Morningstar plays a critical role in providing asset classifications and held-away data to support advisory reporting needs.

When a direct feed is not available and advisors want to report on client assets held in 529 plans, 401(k)s, and other consumer accounts, Morningstar and its ByAllAccounts aggregation solution provide an effective daily feed to Addepar. Along with its asset classifications, Morningstar’s expertise supplies the foundation for advisors to provide comprehensive client performance reports with confidence that the data they share is standardized and complete.