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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
A leading platform for business news globally, delivering essential updates along with live broadcasts each weekday. Yahoo Finance offers complimentary stock quotes, current news, tools for portfolio management, worldwide market information, charting options, social engagement, and mortgage rates that assist you in overseeing your financial well-being effectively. With a comprehensive suite of resources, it aims to empower individuals in their financial journeys.
API Access
Has API
No
API Access
Has API
No
Integrations
Wealth-Lab
Yes
AlternativeSoft
Yes
AptiStockX
No
BCT
No
Bluedoor
No
Broadridge 15(c) Board Reporting
Yes
Era
No
Finaxus
No
MoneyGuide
Yes
Nitrogen
Yes
Integrations
Wealth-Lab
Yes
AlternativeSoft
No
AptiStockX
Yes
BCT
Yes
Bluedoor
Yes
Broadridge 15(c) Board Reporting
No
Era
Yes
Finaxus
Yes
MoneyGuide
No
Nitrogen
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
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
Yahoo Finance
Country
United States
Website
finance.yahoo.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
