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... Read More
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 »
By Morningstar, Inc.
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...
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By Morningstar, Inc.
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...
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By Morningstar, Inc.
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...
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