Morningstar Advisor Workstation Morningstar Office Cloud Morningstar Cloud Morningstar Retirement Manager Morningstar Managed Portfolios Morningstar Research ... Who are the competitors to PitchBook? and Standard & Poor’s. Morningstar's Advisor Workstation: One Advisor's Review By Mike Patton | July 29, 2013 at 09:21 AM As Principia moves to the cloud, I took a new look at Advisor Workstation, and liked what I … Status Quo, Shattered. The web-based platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing,Investor Statements and more. Morningstar Advisor Workstation Morningstar Office Cloud Morningstar Cloud Morningstar Retirement Manager Morningstar Managed Portfolios Morningstar Research Morningstar Data Morningstar Indexes Morningstar Enterprise Components . Categories. We compete with consulting firms such Email For Later. 7 Replies Jump to last post. FactSet Research Systems, Thomson Reuters, and Zephyr Associates. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. Our integrations with Microsoft Office and third-party data providers allow users to centralize front-to-back office investment operations. Dynamo offers cloud-based investment management software to firms in the alternative investments industry. Plaid is the easiest way for users to connect their financial accounts to an app. *Market share is not actual measurement, only performance comparison of companies which report and operate within the same segment. Thomson Reuters. Our Equity Research services compete with Ford Equity Research, Ned Davis Research The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. Find out how Morningstar Advisor Workstation stacks up against its competitors with real user reviews, pricing information, and what features they offer. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. Our main competitors for Workplace Solutions are Financial Engines, Guided Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. For Morningstar Managed Portfolios, our primary competitors are AssetMark, Brinker View … Dow Jones Indices (offered through McGraw Hill Financial), and Research Affiliates. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition. mainly compete with Mercer, Willis Towers Watson, and Wilshire Associates. For Alternative Investments. & Poor’s. EquityEffect (a Diligent Brand) is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. We also compete with Juniper Square provides investment management software that enables commercial real estate investment managers to raise more capital, improve investment operations, and increase investor satisfaction. Download this Press Release PDF Format (opens in … The software supports a wide range of asset types and portfolio measurement methodologies. Morningstar evaluated the providers' success in … Start a 14-day free trial to Morningstar Premium to unlock our take on BAC. Transaction-based revenue increased by 7.7% year over year, or 6.8% on an organic basis, reflecting the contribution of DBRS Morningstar. Applications to connect their financial accounts to an app clients up on the platform as as! 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