Morningstar, Inc. was founded in 1984 and is headquartered in Chicago, Illinois. This section details some of the most important features of the Home Page. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. Juniper Square is easy-to-use, all-in-one investment management software designed specifically for commercial real estate. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. Simply Wall St. If you are looking to invest in mutual funds, Morningstar is definitely the better option. A s global leaders in the field of investment data – the supplier of fund data for the Financial Times – we are confident that the data and expertise supplied meets the highest standards our clients expect. DBRS Morningstar revenue increased 7.5% to $53.3 million, or … The web-based platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing,Investor Statements and more. And who they see as direct competitors, they don’t see other technology firms as direct competitors, even though many of their technology competitors do see it that way (especially on the Morningstar office side). The Home Page of Morningstar Advisor Workstation provides a landing page for users Overview upon logging into the application, as well as shortcuts to several different functions. Interactive Data Corporation, Markit on Demand, and Thomson Reuters. Our main competitors for Morningstar Data include Activ Financial, Bloomberg, After Orion, Fidelity and Envestnet paid big for planning software, Morningstar finesses a DIY planning hack for Workstation; Black Diamond is also trying finesse to counter the continuing planning software grab | RIABiz. Competitors Status Quo, Shattered. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal. Learn about MPC with our data and independent analysis including price, star rating, valuation, dividends, and financials. For Morningstar Managed Portfolios, our primary competitors are AssetMark, Brinker Morningstar Direct's primary competitors are Bloomberg, eVestment Alliance, FactSet Research Systems, Thomson Reuters, and Zephyr Associates. AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. and Standard & Poor’s. At T3 last week Pete Franco, Morningstar senior product manager for their Advisor Workstation product laid out the roadmap for their 3.0 service. We compete with consulting firms such Dynamo offers cloud-based investment management software to firms in the alternative investments industry. The Advisor Forums General. Bond Rating Services (DBRS), Fitch, Kroll Bond Ratings, Moody’s, and Standard Plaid is the easiest way for users to connect their financial accounts to an app. Log in or Register to post new content in the forum. Created by the award-winning team behind AppFolio Property. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Juniper Square provides investment management software that enables commercial real estate investment managers to raise more capital, improve investment operations, and increase investor satisfaction. Follow the money throughout the real estate property investment lifecycle. 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