Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, United States.It provides an array of investment research and investment management services. For Alternative Investments. Enterprise. New HSA provider Fidelity sets a higher bar for peers, offering its HSA free of maintenance and investment fees Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its third annual study assessing 11 of the most prominent Health Savings Accounts (HSAs) available to individuals. Morningstar, Inc. was founded in 1984 and is headquartered in Chicago, Illinois. Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Start a 14-day free trial to Morningstar Premium to unlock our take on BAC. Plaid is a technology platform that enables applications to connect with users bank accounts. Try Morningstar Premium for Free Join today and gain full premium access for 4 weeks without cost or obligation and experience the … … Download this Press Release PDF Format (opens in … Learn about ESNT (XNYS) with our data and independent analysis including price, star rating, valuation, dividends, and financials. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. Whether in the public or private markets, or up and down the capital structure, we see many opportunities to integrate ESG across Morningstar. Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L. FactSet, Financial Express, Interactive Data, Standard & Poor’s, Thomson of investment management services. Dynamo offers cloud-based investment management software to firms in the alternative investments industry. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal. We are making ESG factors more visible to investors, including them within our … AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. Simply Wall St. Morningstar Direct's primary competitors are Bloomberg, eVestment Alliance, FactSet Research Systems, Thomson Reuters, and Zephyr Associates. You will have access to features like the x-ray tool fund screener, and portfolio manager, which make it easy to find and analyze the best performing mutual funds. If you are looking to invest in mutual funds, Morningstar is definitely the better option. You will learn how to do the following: •Show clients a snapshot of their portfolio •Quickly create a portfolio in-house research teams at independent broker-dealers who build proprietary StyleADVISOR software provides style analysis, performance analysis, asset allocation analysis, and a manager search tool for use by institutional investors, plan sponsors, money managers, and consultants, asset allocation model, asset allocation software, Zephyr returns based style analysis, Zephyr mutual fund analysis, zephyr associates Cheap Alternative for Morningstar Workstation. Morningstar Credit Ratings competes with several other firms, including Dominion Learn more about AppFolio Investment Management. advisors that provide investment strategies or models on these platforms. Corporate Performance Management (CPM) Document Management. Dynamo provides tailored products to firms to both GP and LP firms, as well as service providers. Capital, Envestnet PMC, Loring Ward, and SEI Investments. Transaction-based revenue increased by 7.7% year over year, or 6.8% on an organic basis, reflecting the contribution of DBRS Morningstar. That said, Morningstar shines as a mutual fund advisor and Zacks shines as a stock advisor. Juniper Square is easy-to-use, all-in-one investment management software designed specifically for commercial real estate. for our credit research include Credit Sights, Fitch, Gimme Credit, Moody’s, Our main competitors for Morningstar Data include Activ Financial, Bloomberg, Email For Later. Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. RealPage IMS an end-to-end, fully integrated platform designed for real estate. Our software will provide a single source of truth view across all your portfolio company cap tables and KPIs. For Enterprise Components, our primary competitors include Financial Express, *Market share is not actual measurement, only performance comparison of companies which report and operate within the same segment. FundCount's portfolio & partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. Free Stock Market News Feeds, Competition Segments Revenue Growth Rates, MORN's Stock Perfrormance relative to its Competitors. Our Manager Research services Backstop's powerful, easy-to-use investment management software is tailor-made for institutional and alternative investment management professionals who are overwhelmed by the amount of data flowing into their inboxes and filing cabinets. The Home Page of Morningstar Advisor Workstation provides a landing page for users Overview upon logging into the application, as well as shortcuts to several different functions. DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. Start a 14-day free trial to Morningstar Premium to unlock our take on MPC. For institutional clients, we compete with sell-side firms, At T3 last week Pete Franco, Morningstar senior product manager for their Advisor Workstation product laid out the roadmap for their 3.0 service. Follow the money throughout the real estate property investment lifecycle. investment advice, such as Betterment and Wealthfront. We compete with consulting firms such Thomson Reuters. We specialize in investor portal and accounting, reporting, contact management, portfolio monitoring and deal flow solutions. 7 Replies Jump to last post. Our Equity Research services compete with Ford Equity Research, Ned Davis Research Say goodbye to sloppy data, and enjoy an accurate view of your fund performance. News, Vision & Voice for the Advisory Community. Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers. Founded in 2012, Carta started by helping venture-backed companies manage their cap tables. Finance, as well as other finance and brokerage sites. Morningstar Direct's primary competitors are Bloomberg, eVestment Alliance, Competitors for Morningstar Advisor Workstation and Morningstar Office include An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. We focus on creating investor transparency and engagement by providing performance dashboards, investor portals, document dissemination, and a centralized location for new offerings. portfolios for use on brokerage firm platforms, as well other registered investment Our clients manage over $1 Trillion in private equity, venture capital and real-estate investments. Creating innovative, thought leading ESG data and research is central to our mission of empowering investor success, and by extension, our business strategy. Carta combines best-in-class service and technology to provide up-to-date fund metrics like deal IRR for venture capital firms. Review the following Morningstar Advisor Workstation alternatives to see if there are any Morningstar Advisor Workstation competitors that you should also consider in your software search. research firms. Dow Jones Indices (offered through McGraw Hill Financial), and Research Affiliates. Since then we have built an experienced fund administration team, and support over 170 firms with over $8 billion in assets under administration. DBRS Morningstar revenue increased 7.5% to $53.3 million, or … Juniper Square provides investment management software that enables commercial real estate investment managers to raise more capital, improve investment operations, and increase investor satisfaction. The web-based platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing,Investor Statements and more. EquityEffect (a Diligent Brand) is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Plaid is the easiest way for users to connect their financial accounts to an app. Backstop's award-winning and industry-leading productivity suite incorporates the most essential tools for managing portfolios, monitoring research, performing IDD/ODD, raising capital, and servicing investors. EquityEffect is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Explore these alternatives to Morningstar Advisor Workstation that are most similar in terms of key features and benefits. & Poor’s. Group, Standard & Poor’s, Zacks Investment Research, and several smaller The software supports a wide range of asset types and portfolio measurement methodologies. It offers morningstar data, morningstar direct, morningstar investment management, morningstar advisor workstation, workplace solutions, pitchbook data, morningstar … Advisor Workstation Clients & Portfolios Planning Real-Time Research Defined Contribution Hypotheticals Analyst Research Center The latest data for all of Morningstar’s investment universes feeds directly into Advisor Workstation’s modules to power its analytical, research, market monitoring, reporting, and communication capabilities. Morningstar.com primarily competes with The Motley Fool, Seeking Alpha, TheStreet.com, Top 20 Alternatives & Competitors to Morningstar Advisor Workstation Seeking Alpha. Morningstar Adviser Workstation is at the centre of our firm, and provides us with a wealth of data to help enable our financial planning philosophy to work in practice. FactSet Research Systems, Thomson Reuters, and Zephyr Associates. Business Intelligence (BI) Business Process Management (BPM) Collaboration. As your real estate property investment grows, manage financial reporting and minimize risk exposure with treasury debt management ¿ all part of the MRI Software Property Investment Financial Tool set. Categories. May 5, 2017. AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. Bond Rating Services (DBRS), Fitch, Kroll Bond Ratings, Moody’s, and Standard Status Quo, Shattered. Investors and advisors come to DealCloud to power their deal teams. Our main competitors for Workplace Solutions are Financial Engines, Guided Learn about MPC with our data and independent analysis including price, star rating, valuation, dividends, and financials. Our integrations with Microsoft Office and third-party data providers allow users to centralize front-to-back office investment operations. Morningstar Advisor Workstation Morningstar Office Cloud Morningstar Cloud Morningstar Retirement Manager Morningstar Managed Portfolios Morningstar Research ... Who are the competitors to PitchBook? mainly compete with Mercer, Willis Towers Watson, and Wilshire Associates. For Morningstar Managed Portfolios, our primary competitors are AssetMark, Brinker Because of the diversity of our offerings, our Investment Advisory business and Standard & Poor’s. Competitors for Morningstar Advisor Workstation and Morningstar Office include Black Diamond, Envestnet, Orion Advisor Services, Standard & Poor's, and Thomson Reuters. Black Diamond, Envestnet, Orion Advisor Services, Standard & Poor's, and (Revenue and Income for Trailing 12 Months, in Millions of $, except Employees), CSIMarket Company, Sector, Industry, Market Analysis, Stock Quotes, Earnings, Economy, News and Research. Dynamo streamlines front-to-back investment operations management software for GPs, LPs, and service providers. Morningstar's Advisor Workstation: One Advisor's Review By Mike Patton | July 29, 2013 at 09:21 AM As Principia moves to the cloud, I took a new look at Advisor Workstation, and liked what I … competes with a wide assortment of firms. With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. Created by the award-winning team behind AppFolio Property. Due for release later this year the product will move on considerably from the previous release and build on the Goal Bridge technology the company demonstrated at the T3 Enterprise conference last October. Interested in Morningstar Advisor Workstation? And who they see as direct competitors, they don’t see other technology firms as direct competitors, even though many of their technology competitors do see it that way (especially on the Morningstar office side). Learn about BAC (XNYS) with our data and independent analysis including price, star rating, valuation, dividends, and financials. Morningstar Indexes’ licensed data products benefited from rising demand for alternatives to higher-priced offerings from incumbent competitors. Reuters, and Xignite. MRI Software provides a comprehensive and connected suite of real estate property investment management solutions. Choice, Learnvest, and Personal Capital, as well as companies that provide automated Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. This section details some of the most important features of the Home Page. Post reply . With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. Competitors Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Combined with flexible, on-demand client reporting, FundCount brings speed, accuracy and analytical insight to your firm. Easily run waterfalls and scenario models to gain visibility into the performance of all their investments, companies, and funds. Morningstar evaluated the providers' success in … List of Best Morningstar Advisor Workstation Alternatives & Competitors 2020. and Yahoo! Log in or Register to post new content in the forum. Juniper Square is trusted by more than 800 GPs to manage more than 21,000 investments and $1 trillion of real estate assets. Visibility, Delivered. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. Morningstar Data revenue was up 10.4% to $54.0 million, or 8.6% on an organic basis. Workflow automation tools and industry-specific pipelines, dashboards, and reporting features streamline process management. Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. Major competitors for Morningstar Indexes include FTSE Russell, MSCI, S&P internal providers, and smaller boutique firms. View … Corporate Governance Morningstar, Inc.’s ISS Governance QualityScore as of November 2, 2019 is 5. AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. as Mercer, Callan, and Wilshire Associates, as well as various in-house providers Looking for alternatives to Morningstar Advisor Workstation? Find out how Morningstar Advisor Workstation stacks up against its competitors with real user reviews, pricing information, and what features they offer. A s global leaders in the field of investment data – the supplier of fund data for the Financial Times – we are confident that the data and expertise supplied meets the highest standards our clients expect. Advisor Workstation: Common Scenarios and Solutions Version 1.0 1 This document presents a number of client scenarios you will likely encounter on a regular Overview basis, and offers quick solutions using Advisor Workstation. Morningstar Advisor Workstation Morningstar Office Cloud Morningstar Cloud Morningstar Retirement Manager Morningstar Managed Portfolios Morningstar Research Morningstar Data Morningstar Indexes Morningstar Enterprise Components . Enterprise Content Management. Carta is the investment and ownership platform for VC firms and their portfolio companies. Interactive Data Corporation, Markit on Demand, and Thomson Reuters. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition. We also compete with After Orion, Fidelity and Envestnet paid big for planning software, Morningstar finesses a DIY planning hack for Workstation; Black Diamond is also trying finesse to counter the continuing planning software grab | RIABiz. The Advisor Forums General. HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. The platform is specifically designed for this goal.