Integrations
ByAllAccounts has 13 integrations in our directory
Search below to find what you're looking for
- AdviAlly Level 1
- Advyzon Level 3
- Andes Wealth Level 4
- Asset-Map Level 2
- AssetMark Level 2
- Axos Advisor Services Level 2
- Conga Level 2
- FinFolio Level 4
- Panoramix Level 2
- Pulse Level 2
- Redtail Level 3
- Schwab Advisor Center Level 3
- StratiFi Level 2
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APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
SAML 2.0, HTTPS, ID/PW
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
https://developer.morningstar.com/components/account-aggregation/overview
Developer portal features
None
Developer sandbox URL
No
