We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.

Close
In association with

Home > Your Industry > Technology for Advisers

By Cara Waters | Published Oct 12, 2010

Morningstar integrates with 3 more platforms

Morningstar’s new wrap platform data import facility allows financial advisers on the Funds Network, Novia and Ascentric platforms to download client portfolios directly to the workstation.

Advisers can then analyse investment portfolios using the workstation’s investment data, research and tools.

The integrations follow those with the Transact, Nucleus and RJIS wrap platforms in November 2009.

Geoff Balzano, chief executive officer of Morningstar UK, said making the adviser business platform-friendly was a priority.

He said: "Advisers have clearly embraced platforms as an efficient place to manage their client portfolios, and having Morningstar’s analytical tools and investment analysis connected is a logical extension.

"We look forward to continuing our programme of integrations with other platforms in the near future."

visible-status-Standard story-url-FTA Morningstar 126 CW .xml

COMMENT AND REACTION
Most Popular
More on FTAdviser
FTA jobs