Our portfolio management software fully integrates with third-party tools to support the way you want to work. Use Cases As regulations and client expectations intensify, advisors must show their value. With Office, you have the data to support your decisions and teach clients how to pursue their...
Use portfolio rebalancing tools and software to make tax-sensitive decisions on trading and cash management for clients. We’ll show you how. Get started.
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.
The Morningstar Portfolio X-Ray tool is a great tool that lets your look “under the hood” of your mutual funds. Does your “small cap” fund really own a bunch of mid-caps and large-cap funds? X-Ray will reveal your true exposure to stock style (i.e. Small/Mid/Large, Growth/Bl...
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.
The following is a quick overview of editions offered by otherInvestment Portfolio Management Software Backstop’s Portfolio Management platform provides the ability to manage multi-asset class investments, communications and portfolio performance, and conduct due diligence on existing and potential managers....
Overall, Morningstar Advisor Workstation is valued by users for its ability to simplify portfolio reporting and provide comprehensive information on funds and stocks. The software supports effective communication with clients, facilitates research and due diligence, and enables users to meet fiduciary obli...
Morningstar went public in 2005.8 Since then, the company has continually refined and expanded its suite of products and services. Its services now extend beyond simple analysis and include sophisticated money management software for financial planners and X-ray portfolio analysis services that allo...