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Description
Unlock fresh possibilities, steer through market fluctuations, and provide outstanding client experiences with Morningstar's capabilities at your disposal. Enhance client interaction by utilizing the premier source for comprehensive investment insights. Facilitate informed investment evaluations and convey findings effectively through versatile technology infused with Morningstar's investment knowledge. Address investors' needs with specially designed portfolios and indices that embody a long-term vision. In an era where evolving consumer expectations and enhanced experiences are central to business strategies, Morningstar empowers you to achieve personalized solutions on a large scale. Uncover new goals for your practice through creative strategies to attract new clients, increase engagement with current clients, and optimize the lifetime value of customers. Utilize Morningstar to gain a strategic edge over competitors and construct investments, analytic tools, and compelling narratives grounded in top-tier investment data. By leveraging these resources, you can foster stronger client relationships and ensure sustained growth for your practice.
Description
Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports.
An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong.
What you can do with PitchBook:
- Private market intelligence
- Fundraising
- Sourcing investments
- Due diligence
- Business development
- Networking
- Deal execution
PitchBook’s clients:
- Venture capital firms
- Corporate development groups
- Investment banks
- Private equity firms
- Limited partners
- Law firms
- Accounting firms
- Lenders
- Commercial real estate firms
- Executive search firms
Request a free trial today and see what comprehensive private market data can do for your business.
API Access
Has API
No
API Access
Has API
No
Integrations
AlternativeSoft
Yes
Claude for Financial Services
Yes
Backstop
No
Bloomflow
No
BlueFlame AI
No
Broadridge 15(c) Board Reporting
Yes
Dynamo Software
No
FA Solutions
Yes
Fintech Sandbox
Yes
Midaxo
No
Integrations
AlternativeSoft
Yes
Claude for Financial Services
Yes
Backstop
Yes
Bloomflow
Yes
BlueFlame AI
Yes
Broadridge 15(c) Board Reporting
No
Dynamo Software
Yes
FA Solutions
No
Fintech Sandbox
No
Midaxo
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Morningstar
Founded
1984
Country
United States
Website
www.morningstar.com
Vendor Details
Company Name
PitchBook
Founded
2007
Country
United States
Website
pitchbook.com
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
Product Features
Data Discovery
Contextual Search
Yes
Data Classification
No
Data Matching
No
False Positives Reduction
No
Self Service Data Preparation
Yes
Sensitive Data Identification
No
Visual Analytics
Yes
Data Visualization
Analytics
No
Content Management
No
Dashboard Creation
Yes
Filtered Views
Yes
OLAP
No
Relational Display
No
Simulation Models
No
Visual Discovery
Yes
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No