January 17, 2024

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, Inc. a […]
December 30, 2019

Advyzon Ups Its Game: An Underappreciated, Compelling Value in a Crowded Field

When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
December 18, 2019

Golden Nuggets from the 2019 T3 Enterprise Conference

Editor’s notes: Keena Pettijohn, founder and CEO of Lifelogixs Strategic Consultancy Group, was kind enough to write up the following summaries based on her experience attending […]
September 10, 2019

Morningstar Launches Goal Bridge to Help Improve Investor Outcomes

Morningstar, Inc., a leading provider of independent investment research, today launched Goal Bridge, a planning and proposal solution that enables advisors to connect goals-based planning and […]
May 8, 2019

Morningstar Launches Model Marketplace Integrated with Morningstar Office Cloud

Morningstar, Inc., a leading provider of independent investment research, introduced the Model Marketplace, a centralized distribution platform that allows advisors to quickly and cost efficiently research […]
January 31, 2019

2019 Software Survey and Analysis from Bob Veres and Joel Bruckenstein Available Now

Keeping up with the financial services professional technology sector is no easy task, and one could say the same for tech companies trying to adapt to […]
February 1, 2018

Risk-smart, Tax-smart Multiple Account and Product Optimization could be the Next Big Thing

The typical household has five or six accounts spread among two or three advisors.  As these families look toward the future, they want to know how […]
December 15, 2017

Advyzon: One of the Industry’s Best Kept Secrets

It is rare in this industry to come across a well built, intuitive platform for advisors that is value priced, yet relatively unknown; that’s exactly what […]
May 18, 2016

Tricia Rothschild on Unraveling the Knot of Complexity

While at the T3 Enterprise Conference, November 2015, Tricia Rothschild of Morningstar shares key take-aways from her keynote speech on unraveling the knot of complexity in […]
May 2, 2016

Morningstar Launches ByAllAccounts Personal Financial Management Portal for Advisors

Morningstar, Inc., a leading provider of independent investment research, today launched a new personal financial management portal in the firm’s account aggregation service, Morningstar® ByAllAccountsSM which aggregates […]