Morningstar

About

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data.Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $203 billion in assets under advisement and management as of June 30, 2018. The company has operations in 27 countries.

Contacts

Products / Services

  • Investment Research

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: 2
Partnership: 0
PlanPlus Global is now part of Morningstar, combining PlanPlus Global’s risk profiling tools and advanced financial planning capabilities with Morningstar's...
Integrations: 20
Partnership: 0
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable...
Integrations: 15
Partnership: 0
Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process...
Integrations: 22
Partnership: 0
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents,...
Integrations: 42
Partnership: 0
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....
Integrations: 31
Partnership: 0
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location....
Integrations: 11
Partnership: 0
With over 120 clients worldwide, FIX Flyer develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable...
Integrations: 25
Partnership: 0
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build...
Integrations: 18
Partnership: 0
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and...
Integrations: 16
Partnership: 0
Concenter Services has been a Salesforce Partner since 2010, and is committed to delivering extraordinary and unmatched product and service...
Integrations: 13
Partnership: 0
A cash-flow-based program, NaviPlan is most popular among dually registered advisors as it is easily scalable to a differing number...
Integrations: 26
Partnership: 0
eMoney Advisor provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial...
Integrations: 25
Partnership: 0
HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations...
Integrations: 24
Partnership: 0
Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research...
Integrations: 9
Partnership: 0
Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers. Products such 401kFiduciaryOptimizer...
Integrations: 25
Partnership: 0
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their...

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