February 13, 2025
Published by T3NewsADM at February 13, 2025
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Morningstar Forms Strategic Alliance with SS&C’s Black Diamond Wealth Platform

Morningstar, Inc. announced an agreement that will make SS&C’s Black Diamond® Wealth Platform the first wealth platform to integrate with the newly launched Direct Advisory Suite from Morningstar. The alliance […]
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January 22, 2025
Published by T3NewsADM at January 22, 2025
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Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors

Morningstar, Inc., a leading provider of independent investment insights, has introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application […]
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July 10, 2024
Published by T3NewsADM at July 10, 2024
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AI Use and Best Practices in the Financial Services Industry

Fintech consultant and T3 friend, Craig Iskowitz, CEO of Ezra Group, is hosting this upcoming webinar Moneyball for AI: How Wealth Management Firms Can Get The […]
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January 17, 2024
Published by T3NewsADM at January 17, 2024
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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 […]
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December 30, 2019
Published by Joel Bruckenstein at December 30, 2019
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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 […]
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December 18, 2019
Published by Keena Pettijohn at December 18, 2019
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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 […]
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September 10, 2019
Published by T3NewsADM at September 10, 2019
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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 […]
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May 8, 2019
Published by T3NewsADM at May 8, 2019
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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 […]
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January 31, 2019
Published by T3NewsADM at January 31, 2019
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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 […]
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February 1, 2018
Published by Mark Hoffman at February 1, 2018
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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 […]
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