Morningstar is one of the most widely trusted data and connectivity providers in the financial services industry, powering aggregation, performance reporting, and analytics for more than 1,500 financial institutions. Its ByAllAccounts platform is a leader in custodial data aggregation, connecting to thousands of financial institutions and delivering clean, normalized, investment-grade data that firms rely on for portfolio oversight, reconciliation, and regulatory supervision.

Greenboard integrates with Morningstar ByAllAccounts to ingest custodial data from a broad ecosystem of brokerage firms, banks, and alternative asset platforms. This connectivity gives compliance teams a unified, accurate, multi-custodian view of firm trading activity, enabling them to run automated oversight workflows such as best execution testing, client favoritism reviews, excessive trading analysis, and other core supervisory checks. By leveraging Morningstar’s extensive data network, Greenboard ensures that RIAs and broker-dealers get the depth, breadth, and consistency of data required for true compliance-grade monitoring.

Morningstar is also one of Greenboard’s key open-banking API partners. Through this integration, employees can securely authenticate into their personal brokerage accounts, giving compliance teams real-time visibility into employee trading activity without manual statements or delays. This connection supports personal trading policy enforcement under SEC and FINRA rules by allowing Greenboard to automatically detect transactions, holdings, and account changes across a wide universe of institutions.

Together, Morningstar and Greenboard give firms a powerful foundation for modern compliance: high-quality custodial data, seamless personal account visibility, and automated oversight that scales across complex trading environments. This combination streamlines supervision, reduces operational friction, and helps firms maintain strong regulatory compliance with confidence.