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Morningstar offers a single end-to-end cloud-based platform for investment advisors, known as Morningstar Office Cloud. The software allows financial advisors to manage their practice, gain access to data and research, analyze investments, and connect with investors.
Acquired by Morningstar, Inc. Logical Information Machines, Inc. (LIM) is a software company based in Chicago, Illinois , United States. It markets Historis, a time series database and the Market Information Machine (MIM), a database that is built around Historis, and includes data and a near-English query language.
HelloWallet is an online and mobile application for employees founded by former Brookings Institution scholar Matt Fellowes and based in Washington, DC. [1] It provides personalized financial guidance to members and relies on behavioral economics to strive workers to implement its advice.
[2] [6] [7] Several other fintech applications serving the wealth management and asset management industries have integrations with HiddenLevers, including Orion, Black Diamond, Addepar, Envestnet Tamarac, Advent, eMoney, MoneyGuide Pro, and Morningstar. HiddenLevers was a pioneer in bringing wirehouse-type economic analysis to the RIA market.
The second is the Morningstar Active-Passive Barometer, which compares actively managed funds to passively managed funds. [12] Both reports are published semi-annually and use a similar approach, namely: They group funds into categories based on investment type (e.g., emerging market stocks, municipal bonds).
The Morningstar Rating for Funds is a rating system for investment funds operated by Morningstar. The Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility. The highest rating of five stars ...
Addepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. [3] Addepar's clientele is primarily high and ultra high-net-worth companies and individuals.
In 2016, Morningstar, Inc. released the first sustainability rating for mutual funds and exchange-traded funds based on Sustainalytics' company ESG research. [6] [7] In 2017, Morningstar, Inc. become a 40% shareholder in the company alongside senior management, Stichting Pensioenfonds Zorg en Welzijn (PGGM), ABN AMRO Group and Renewable Partners [8] [9] On 21 April 2020, Morningstar Inc ...
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