Morningstar's ByAllAccounts adds Blockchange solution

Morningstar's ByAllAccounts adds Blockchange solution
The company’s digital asset TAMP is integrating with the tools of other platform partners.
OCT 28, 2021

Blockchange, a San Francisco-based fintech specializing in digital asset investing tools for financial advisers and asset managers, has integrated its BITRIA Digital Asset TAMP with Morningstar’s ByAllAccounts client account aggregation offering.

The integration allows Blockchange’s separately managed account partners “to better serve the needs of financial advisers and their clients, who will be able to access digital asset data within platforms they already use,” the company said in a release.

Firms that use Addepar, Black Diamond Reporting, Envestnet Tamarac, Orion Advisor Services, Morningstar Office, eMoney Advisors or any of the 22 portfolio accounting platforms that integrate with Morningstar ByAllAccounts for performance reporting will benefit from the integration, Blockchange said.

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