ActiveAllocator Announces Integration With Morningstar® ByAllAccounts℠ Service

Press Release ( - New York, NY - Jun 21, 2017 - Active Allocator Holdings LLC (“ActiveAllocator”), the leading asset allocation optimization and portfolio construction portal for financial and investment advisors, today announced the launch of automatic client account and holdings aggregation using Morningstar® ByAllAccounts℠​. The newly released feature allows ActiveAllocator users to aggregate all client accounts and holdings to create comprehensive, personalized and optimized recommended portfolios.

According to David Johnson, head of Morningstar® ByAllAccounts℠​​, “We are pleased to work closely with ActiveAllocator. Integrating Morningstar® ByAllAccounts℠​​ with this portal will link investment accounts, providing financial advisors with a more holistic view of clients’ holdings.”

“Adding personalized investor preferences, we demonstrate specific asset allocation inefficiencies and offer optimized recommended portfolios. “

Brian Jones, Co-Founder, Active Allocator

Sameer Jain, ActiveAllocator’s co-founder, noted, “Putting retail investors in cookie-cutter, mass-produced, standardized asset “buckets” or model portfolios is no longer acceptable financial advice. The digital-age facilitates individualized, personalized and customized financial analysis, a key weapon in the battle against financial advisor commoditization and irrelevance. With Morningstar® ByAllAccounts℠​​, we now offer our clients a comprehensive picture and analysis of securities, fund holdings and other investments held. We provide, for the first time ever, a way for financial and investment advisors to deliver technology-driven personalization and mass-customization.”

ActiveAllocator co-founder Brian Jones added, “The features added to ActiveAllocator allow us to begin with a comprehensive view of client assets to diagnose existing holdings. From there, we instantly search, recognize, classify and map securities to precise granular asset subclasses. Adding personalized investor preferences, we demonstrate specific asset allocation inefficiencies and offer optimized recommended portfolios. The ability for financial and investment advisors to deliver this sort of electronic optimization and mass customization will change forever the standards for expert financial advice.”

About Active Allocator is the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within recommended portfolios. A FinTech digital disruptor, it offers financial advisors and individual investors a way to create bespoke portfolios. ActiveAllocator can help advisors allocate client assets as well as gain exposure to an appropriate set of active managers and funds.



Phone: +1 312 498 1903


Source: Active Allocator

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