at Financial Technnology Year
Please contact them if you have any questions.
Morningstar Office
from Morningstar, Inc.
Portfolio management platform with research, reporting, client management, and billing capabilities. Includes performance reporting, investment planning tools, and access to Morningstar's investment research and analytics.
Category:
Portfolio Management Systems
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
Analysis on right >
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
Portfolio Management Systems analysis
User Experience & Support
(12 Yes /12 Known /14 Possible features)
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1. Supported concurrent users
Maximum number of concurrent users the system can support
No information available
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2. Support response time
Average time to first response for support tickets
No information available
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3. User feedback mechanism
Process for users to provide feedback and enhancement requests
Feedback tool available within platform for user suggestions.
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4. Client success management
Dedicated client success resources for ongoing support
Client success management team provided for high value clients.
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5. Sandbox environment
Availability of sandbox or test environments
Sandbox/test environment available for select accounts (per support documentation).
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6. Regular updates
Frequency and transparency of system updates and enhancements
Regular feature and security updates described in customer communications.
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7. Implementation services
Professional services for system implementation
Professional implementation service provided for onboarding.
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8. In-app guidance
Contextual help and guidance within the application
In-app help and tooltips available throughout platform workflow.
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9. User community
Active user community for knowledge sharing
Active community forums and knowledge base for users.
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10. Support SLA
Defined service level agreements for technical support
Support SLAs are described in customer onboarding collateral.
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11. User training resources
Comprehensive training materials and programs
Access to robust online training, webinars, and help documentation.
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12. Multi-language support
Availability of the interface in multiple languages
Multi-language support stated for client-facing reports and advisor interface.
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13. Role-based access control
Granular control over user permissions based on roles
Role-based access control available (admin, advisor, assistant, etc).
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14. Interface customization
Ability for users to customize their interface and workflows
Offers interface and dashboard customization to the advisor user.
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Technology & Integration
(10 Yes /11 Known /14 Possible features)
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Compliance & Regulatory
(6 Yes /6 Known /13 Possible features)
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Trading & Order Management
(10 Yes /10 Known /13 Possible features)
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Financial Planning Integration
(12 Yes /12 Known /13 Possible features)
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Performance Reporting
(12 Yes /12 Known /13 Possible features)
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Risk Management
(11 Yes /11 Known /13 Possible features)
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Investment Research & Analysis
(10 Yes /10 Known /13 Possible features)
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Portfolio Construction & Management
(12 Yes /12 Known /13 Possible features)
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Client Management
(9 Yes /9 Known /12 Possible features)
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Publicly available data, summarised using AI.
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