InvestEdge is a leading provider of innovative advisor solutions to wealth management firms. Our award-winning solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, reporting, compliance management and fiduciary monitoring, client portal and data aggregation tools. Our model marketplace (MMxCHANGE) provides access to third party investment products for wealth management firms.
Morningstar CPMS provides fundamental data, Brokers' estimates and software for use in backtesting, stock selection and market, industry and portfolio analysis. We provide coverage totaling over 3000 companies in the U.S. and Canada.
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from...
We provide advanced communications, technology, data and analytics solutions for the financial services industry and businesses. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth.