Morningstar, a provider of independent investment research, has integrated its data and reports into the new version of eMoney Advisor’s wealth-planning platform for advisors, emX.
The agreement will enable advisors, who use eMoney and also subscribe to Morningstar Office or Morningstar Advisor Workstation, to seamlessly conduct investment research using Morningstar’s security reports, including the Morningstar Investment Detail and Morningstar Report.
In addition, advisors can use eMoney portal to generate Morningstar’s portfolio-level reports, such as the Portfolio Snapshot report, Portfolio X-Ray Report, and Stock Intersection report.
Tricia Rothschild, head of advisor solutions at Morningstar, said: "Our integration with eMoney advances Morningstar’s goal of supporting advisors with capabilities that help make their practices more efficient. The robust planning capabilities that are part of this integration are designed to help advisors achieve better outcomes for their clients."
Edmond Walters, founder and CEO of eMoney, said: "Our integration with Morningstar represents our continuing effort to simplify advisors’ daily activities and provide them with the tools they need to be successful."
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below formBy GlobalData