TopProvider LB - Wall Street & Technology Online B
TopProvider LB - Wall Street & Technology Online B

Morningstar, Inc.

WebPortfolio Solutions Account Aggregation

Rating: 5/5 - (3 reviews)
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.

Company Details

Address
22 West Washington Street
Chicago, IL 60602

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 technology... Read More

3 Products 0 White Papers 0 Press Releases

Products & Services

Morningstar ByAllAccounts aggregation service

The Morningstar ByAllAccounts aggregation service gathers hard-to-reach data from thousands of financial institutions...

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Resources & Content

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

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

Predictable answers…or surprising “disconnects”? This survey of over 400 advisory firms explored advisors’ thoughts...

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

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

This paper, based on an earlier piece by Duncan Wheatley, focuses on data aggregation challenges and solutions for...

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Fast, Efficient Reconciliation: How Asset Managers Can Improve Operations

Fast, Efficient Reconciliation: How Asset Managers Can Improve Operations

No matter your industry, Big Data is a hot topic. With multiple information sources, systems and requirements come...

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News & Press Releases

Press Release

Morningstar, Inc. Acquires ByAllAccounts, Inc., Provider of Innovative Data Aggregation Technology for Financial Applications

Published: 6/13/2014 →

Categories

Account Aggregation
Back Office/Clearing & Settlement
Performance Measurement
Portfolio Management > Institutional/Hedge Funds
Risk Management & Analytics
TopProvider MR - Wall Street & Technology Online B
9/11/23- Wall Street& Tech