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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

At ethosIQ, we gather and integrate diverse data from various platforms in real-time. By transforming substantial data into practical insights, ethosIQ puts valuable information right at your fingertips. Experience the limitless possibilities of data by requesting a demonstration. The Customer Engagement Platform (CEP) from ethosIQ compiles interactions and application data from numerous vendors and channels across different systems to form a unified and detailed perspective. This platform helps pinpoint and rectify data integrity challenges across various sources, ensuring consistently valuable reporting insights. Such insights empower your organization to optimize resource management, elevate customer experiences, and strengthen relationships through contact center interactions. Furthermore, the CEP collects both real-time and historical data, presenting a comprehensive narrative of the customer journey in one accessible location, ultimately enhancing strategic decision-making. With ethosIQ, the future of data-driven insights is bright and full of potential.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AlternativeSoft Yes 
Broadridge 15(c) Board Reporting Yes 
Calabrio Quality Management No 
Claude for Financial Services Yes 
Continuum PSA No 
FA Solutions Yes 
Fintech Sandbox Yes 
Genesys Cloud CX No 
Google Cloud Platform No 
Magnifi Yes 
Molecule Yes 
MoneyGuide Yes 
NICE Actimize X-Sight No 
Nitrogen Yes 
Oracle Cloud Infrastructure No 
Pontera Yes 
Verint Predictive Modeling No 
Verizon Cloud No 
bitsCrunch Yes 
cXchange Yes 

Integrations

AlternativeSoft No 
Broadridge 15(c) Board Reporting No 
Calabrio Quality Management Yes 
Claude for Financial Services No 
Continuum PSA Yes 
FA Solutions No 
Fintech Sandbox No 
Genesys Cloud CX Yes 
Google Cloud Platform Yes 
Magnifi No 
Molecule No 
MoneyGuide No 
NICE Actimize X-Sight Yes 
Nitrogen No 
Oracle Cloud Infrastructure Yes 
Pontera No 
Verint Predictive Modeling Yes 
Verizon Cloud Yes 
bitsCrunch No 
cXchange No 

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 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 Yes 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Morningstar

Founded

1984

Country

United States

Website

www.morningstar.com

Vendor Details

Company Name

ethosIQ

Founded

2009

Country

United States

Website

www.ethosiq.com/customer-engagement-platform/

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

Customer Engagement

Analytics No 
Churn Management No 
Communication Management No 
Community Management No 
Content Syndication No 
Feedback Collection No 
Gamification No 
Live Chat No 
Video Content No 

Alternatives

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