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.
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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."
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