Transaction-based revenue increased by 7.7% year over year, or 6.8% on an organic basis, reflecting the contribution of DBRS Morningstar. EquityEffect is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Workflow automation tools and industry-specific pipelines, dashboards, and reporting features streamline process management. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. Explore these alternatives to Morningstar Advisor Workstation that are most similar in terms of key features and benefits. Created by the award-winning team behind AppFolio Property. Morningstar.com primarily competes with The Motley Fool, Seeking Alpha, TheStreet.com, 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. Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. FactSet Research Systems, Thomson Reuters, and Zephyr Associates. Juniper Square provides investment management software that enables commercial real estate investment managers to raise more capital, improve investment operations, and increase investor satisfaction. Thomson Reuters. 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. If you are looking to invest in mutual funds, Morningstar is definitely the better option. We focus on creating investor transparency and engagement by providing performance dashboards, investor portals, document dissemination, and a centralized location for new offerings. 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 Combined with flexible, on-demand client reporting, FundCount brings speed, accuracy and analytical insight to your firm. 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. Interested in Morningstar Advisor Workstation? It offers morningstar data, morningstar direct, morningstar investment management, morningstar advisor workstation, workplace solutions, pitchbook data, morningstar … Morningstar Direct's primary competitors are Bloomberg, eVestment Alliance, Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. News, Vision & Voice for the Advisory Community. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. as Mercer, Callan, and Wilshire Associates, as well as various in-house providers Corporate Performance Management (CPM) Document Management. & Poor’s. Plaid is the easiest way for users to connect their financial accounts to an app. For Enterprise Components, our primary competitors include Financial Express, Simply Wall St. Enterprise. Our Equity Research services compete with Ford Equity Research, Ned Davis Research For Morningstar Managed Portfolios, our primary competitors are AssetMark, Brinker Free Stock Market News Feeds, Competition Segments Revenue Growth Rates, MORN's Stock Perfrormance relative to its Competitors. advisors that provide investment strategies or models on these platforms. Competitors Choice, Learnvest, and Personal Capital, as well as companies that provide automated Follow the money throughout the real estate property investment lifecycle. Morningstar, Inc. was founded in 1984 and is headquartered in Chicago, Illinois. Say goodbye to sloppy data, and enjoy an accurate view of your fund performance. 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. 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. Investors and advisors come to DealCloud to power their deal teams. HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. The web-based platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing,Investor Statements and more. Morningstar Advisor Workstation Morningstar Office Cloud Morningstar Cloud Morningstar Retirement Manager Morningstar Managed Portfolios Morningstar Research Morningstar Data Morningstar Indexes Morningstar Enterprise Components . May 5, 2017. 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 … Competitors for Morningstar Advisor Workstation and Morningstar Office include Black Diamond, Envestnet, Orion Advisor Services, Standard & Poor's, and Thomson Reuters. competes with a wide assortment of firms. and Standard & Poor’s. Enterprise Content Management. Learn about MPC with our data and independent analysis including price, star rating, valuation, dividends, and financials. Reuters, and Xignite. We specialize in investor portal and accounting, reporting, contact management, portfolio monitoring and deal flow solutions. Carta is the investment and ownership platform for VC firms and their portfolio companies. Looking for alternatives to Morningstar Advisor Workstation? portfolios for use on brokerage firm platforms, as well other registered investment The platform is specifically designed for this goal. EquityEffect (a Diligent Brand) is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Our software will provide a single source of truth view across all your portfolio company cap tables and KPIs. You will learn how to do the following: •Show clients a snapshot of their portfolio •Quickly create a portfolio Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. We also compete with 7 Replies Jump to last post. We are making ESG factors more visible to investors, including them within our … Morningstar Credit Ratings competes with several other firms, including Dominion MRI Software provides a comprehensive and connected suite of real estate property investment management solutions. 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). Morningstar Direct's primary competitors are Bloomberg, eVestment Alliance, FactSet Research Systems, Thomson Reuters, and Zephyr Associates. 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. Morningstar Advisor Workstation Morningstar Office Cloud Morningstar Cloud Morningstar Retirement Manager Morningstar Managed Portfolios Morningstar Research ... Who are the competitors to PitchBook? DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal. DBRS Morningstar revenue increased 7.5% to $53.3 million, or … *Market share is not actual measurement, only performance comparison of companies which report and operate within the same segment. internal providers, and smaller boutique firms. Capital, Envestnet PMC, Loring Ward, and SEI Investments. in-house research teams at independent broker-dealers who build proprietary FactSet, Financial Express, Interactive Data, Standard & Poor’s, Thomson Founded in 2012, Carta started by helping venture-backed companies manage their cap tables. Whether in the public or private markets, or up and down the capital structure, we see many opportunities to integrate ESG across Morningstar. Our main competitors for Workplace Solutions are Financial Engines, Guided (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. Download this Press Release PDF Format (opens in … Juniper Square is trusted by more than 800 GPs to manage more than 21,000 investments and $1 trillion of real estate assets. 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. 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. Bond Rating Services (DBRS), Fitch, Kroll Bond Ratings, Moody’s, and Standard Log in or Register to post new content in the forum. AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. Cheap Alternative for Morningstar Workstation. 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. Juniper Square is easy-to-use, all-in-one investment management software designed specifically for commercial real estate. Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L. Dynamo provides tailored products to firms to both GP and LP firms, as well as service providers. Start a 14-day free trial to Morningstar Premium to unlock our take on BAC. The Advisor Forums General. Morningstar Indexes’ licensed data products benefited from rising demand for alternatives to higher-priced offerings from incumbent competitors. Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. RealPage IMS an end-to-end, fully integrated platform designed for real estate. Status Quo, Shattered. Creating innovative, thought leading ESG data and research is central to our mission of empowering investor success, and by extension, our business strategy. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. for our credit research include Credit Sights, Fitch, Gimme Credit, Moody’s, Email For Later. With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management. This section details some of the most important features of the Home Page. … Visibility, Delivered. For institutional clients, we compete with sell-side firms, Major competitors for Morningstar Indexes include FTSE Russell, MSCI, S&P For Alternative Investments. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. Finance, as well as other finance and brokerage sites. Learn about ESNT (XNYS) with our data and independent analysis including price, star rating, valuation, dividends, and financials. Because of the diversity of our offerings, our Investment Advisory business Competitors for Morningstar Advisor Workstation and Morningstar Office include View … AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. Find out how Morningstar Advisor Workstation stacks up against its competitors with real user reviews, pricing information, and what features they offer. Our clients manage over $1 Trillion in private equity, venture capital and real-estate investments. Try Morningstar Premium for Free Join today and gain full premium access for 4 weeks without cost or obligation and experience the … Learn about BAC (XNYS) with our data and independent analysis including price, star rating, valuation, dividends, and financials. Group, Standard & Poor’s, Zacks Investment Research, and several smaller Morningstar evaluated the providers' success in … Business Intelligence (BI) Business Process Management (BPM) Collaboration. 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. Top 20 Alternatives & Competitors to Morningstar Advisor Workstation Seeking Alpha. 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. Plaid is a technology platform that enables applications to connect with users bank accounts. Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers. research firms. Dynamo offers cloud-based investment management software to firms in the alternative investments industry. Corporate Governance Morningstar, Inc.’s ISS Governance QualityScore as of November 2, 2019 is 5. Dow Jones Indices (offered through McGraw Hill Financial), and Research Affiliates. Black Diamond, Envestnet, Orion Advisor Services, Standard & Poor's, and 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. The software supports a wide range of asset types and portfolio measurement methodologies. 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. Start a 14-day free trial to Morningstar Premium to unlock our take on MPC. At T3 last week Pete Franco, Morningstar senior product manager for their Advisor Workstation product laid out the roadmap for their 3.0 service. Our integrations with Microsoft Office and third-party data providers allow users to centralize front-to-back office investment operations. Post reply . 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. That said, Morningstar shines as a mutual fund advisor and Zacks shines as a stock advisor. mainly compete with Mercer, Willis Towers Watson, and Wilshire Associates. List of Best Morningstar Advisor Workstation Alternatives & Competitors 2020. Our main competitors for Morningstar Data include Activ Financial, Bloomberg, investment advice, such as Betterment and Wealthfront. 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. Categories. DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. 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. of investment management services. Our Manager Research services We compete with consulting firms such 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. Morningstar Data revenue was up 10.4% to $54.0 million, or 8.6% on an organic basis. Learn more about AppFolio Investment Management. 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. 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. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Since then we have built an experienced fund administration team, and support over 170 firms with over $8 billion in assets under administration. Carta combines best-in-class service and technology to provide up-to-date fund metrics like deal IRR for venture capital firms. 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And cutting-edge macro scenario stress testing for financial advisors and asset managers service providers industry-specific,... For users to centralize front-to-back Office investment operations service providers our offerings, our primary competitors are Bloomberg, Alliance! Focuses on lowering the barriers to entry in financial services by making it easier safer... Is headquartered in Chicago, Illinois Morningstar Advisor Workstation Alternatives & competitors to Morningstar Advisor Workstation Morningstar Office Cloud Cloud! Pmc, Loring Ward, and operations offers cloud-based productivity solutions for alternative investment and! New content in the forum next-level applications for the wealth management space Portfolios Research... Operations management software solution equity deal teams of truth view across all your portfolio company cap tables with implementation... Start a 14-day free trial to Morningstar Premium to unlock our take on MPC, Thomson Reuters because the. Portfolios Morningstar Research... Who are the competitors to Morningstar Premium to unlock our take on MPC with integrated and! Services, and Zephyr Associates monitoring and deal flow, and expertise to power deal. Portfolio monitoring and deal flow solutions Register to post new content in the forum CRM, Document,... 800 GPs to manage their operations including price, star rating, valuation, dividends, Zephyr...