Integrations

Neptune Global Now Integrated With the ByAllAccounts® Data Network

Neptune Global is now a connection on Morningstar’s ByAllAccounts® data network. Neptune-GBX is a full-service dealer and private bullion banker serving the wealth management industry, individual investors, family offices, and broker-dealers.

Clients are increasingly buying physical precious metals, creating an opportunity for advisors to bring more of their clients’ wealth into the advisory relationship. Neptune Global’s integration with ByAllAccounts® makes that possible. Advisors can offer clients itemized, directly owned physical gold, silver, platinum, and palladium, with allocated positions incorporated into their existing reporting and wealth management platforms. It is a differentiated solution advisors can bring to clients—helping capture additional assets under management and provide a more complete view of client wealth.