Morningstar Advisor Workstation

INSART » Fintech Integration Marketplace

About
Contacts
Products / Services
Integrations
Partnership
Get Integration

About

Built for productivity, Morningstar Advisor Workstation supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.

Contacts

https://www.morningstar.com/products/advisor-workstation

productinfo@morningstar.com

https://www.facebook.com/MorningstarInc

https://www.linkedin.com/company/morningstar

https://twitter.com/MorningstarInc

Products / Services

Investment Data, Tools, and Reports

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 30

Partnership: 0

Albridge Applink

Account Aggregation

Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Applink™ integration solution, clients can...

Integrations: 15

Partnership: 0

Capitect

Account Aggregation, Billing, Portfolio Management, Portfolio Reporting, Rebalancing

Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process...

Integrations: 26

Partnership: 0

eMoney Advisor | Fidelity Investments

Account Aggregation, Analytics, Financial Planning, Retirement Planning, Tax Planning

eMoney Advisor provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial...

Partnership

Interested in partnerships with:

No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Get

instant integration assistance

Join Us

Get RSS

Youtube

X ( twitter )

Whether you are a founder, investor or partner – we have something for you.

For Founders

For Investors

For Partners