Morningstar, Inc.

Rating: 5 - 3 reviews
22 West Washington Street
Chicago, IL 60602

About Morningstar, Inc.

  • 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.
Competitors of Morningstar, Inc.
  • FinFolio develops and supports portfolio management software for financial professionals. Our clients include investment advisors, financial planners and wealth institutions with assets ranging from under $100 million to almost $100 billion.​​ Philosophy We think portfolio management...

Products by Morningstar, Inc.

  • Morningstar ByAllAccounts aggregation service

    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

Content by Morningstar, Inc.

  • The Best of Operational Efficiency: A Collection of Resources for Maximizing Your Firm’s Operations By

    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
  • The Definitive Guide to Data Aggregation for Asset Reconciliation: In-House or Outsource? By

    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
  • Fast, Efficient Reconciliation: How Asset Managers Can Improve Operations By

    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

News about Morningstar, Inc.