Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 479,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 13 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $169 billion in assets under advisement and management as of Sept. 30, 2014. The company has operations in 27 countries.
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More
Investment Accounting & Reporting Made to Order VestServe offers a comprehensive investment management platform to a great diversity of investment firms and offices. Many investment management firms have unique needs not well served by 'bread and butter' systems. VestServe’s software suite,... Read More
ClearStructure Financial Technology is a web-based portfolio management system, Sentry PM, leverages the latest advancements in technology to provide the unmatched flexibility, complete functionality and seamless automation.
The Morningstar ByAllAccounts aggregation service gathers hard-to-reach data from thousands of financial institutions and connects it to leading portfolio management platforms for a unified client view. This view enhances an advisor's ability to provide holistic advice and reporting based on all... Read more
Predictable answers…or surprising “disconnects”? This survey of over 400 advisory firms explored advisors’ thoughts about operational challenges and the technology solutions that are designed to solve them—and yielded some revealing results: • Principals of RIA firms have a vastly different... Read more
This paper, based on an earlier piece by Duncan Wheatley, focuses on data aggregation challenges and solutions for asset reconciliation within asset management firms. The process requires consolidation of data from a number of external sources such as prime brokers and custodians as well as from... Read more
No matter your industry, Big Data is a hot topic. With multiple information sources, systems and requirements come increased complexity, risk and opportunity. Never before has the financial industry had so much data to work with—and such a need to manage it efficiently. The data management... Read more