Tag : Morningstar

SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
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SMArtX Deepens Strategic Relationship with Morningstar

Sudipto Ghosh
SMArtX Advisory Solutions (‘SMArtX’),  announced the closure of their Series D round with a $30 million investment by Morningstar Investment Management, LLC , a subsidiary of independent investment research provider Morningstar, Inc. SMArtX is a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset......
Pontera Integrates with Morningstar Office to Enable Management of Held Away Assets
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Pontera Integrates with Morningstar Office to Enable Management of Held Away Assets

Fintech News Desk
Integration paves way for Morningstar Office users to securely and compliantly trade and manage 401(k)s and other accounts Financial technology company Pontera, formerly known as FeeX, announced that it had entered into an integration agreement with Morningstar, Inc. to enable financial advisors who use the company’s Morningstar Officesm software product to household......
Flywire Partners with Ascensus to Digitize 529 College Savings Plan Payments
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Flywire Partners with Ascensus to Digitize 529 College Savings Plan Payments

Fintech News Desk
Partnership streamlines and digitizes tuition payments from 529 college savings plans in the US Flywire Corporation, a global payments enablement and software company, and Ascensus, ​​whose technology and expertise help millions of people save for education, retirement, and healthcare, announced a partnership to digitize and streamline tuition payments from 529 college......
Morningstar to Acquire Wealth Management Platform Provider Praemium's UK and International Business
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Morningstar to Acquire Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
Fast-growing wealth management platform brings advisers choice and efficiency, enabling better advice for investors Morningstar and Praemium Limited have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to......
PIMCO Collaborates with Morningstar Investment Management to Help Deliver Innovative Target Date Strategy Customized to Individual Retirement Needs
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PIMCO Collaborates with Morningstar Investment Management to Help Deliver Innovative Target Date Strategy Customized to Individual Retirement Needs

Fintech News Desk
PIMCO myTDF will use Morningstar Investment Management’s retirement platform to connect directly with recordkeepers  PIMCO, one of the world’s premier fixed income investment managers, has teamed up with the retirement group within Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., to enable PIMCO to provide a personalized target date......
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Morningstar Ships Market Monitoring Platform

Fintech News Desk
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the Morningstar Market Monitoring platform, a real-time information and market insights web-based application, designed to empower advisors, traders, and market analysts with the customized set of information they need to make sound financial decisions for investors. Read......
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MaxMyInterest Announces Morningstar Integration

Fintech News Desk
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
Morningstar to Acquire Sustainalytics and Expand Access to ESG Research, Data, and Analytics for Investors Worldwide
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Morningstar to Acquire Sustainalytics and Expand Access to ESG Research, Data, and Analytics for Investors Worldwide

Fintech News Desk
Two firms will join forces to empower all types of investors to drive long-term, meaningful outcomes that contribute to a more just and sustainable global economy Morningstar, a leading provider of independent investment research, announced it has reached an agreement to acquire Sustainalytics, a globally recognized leader in environmental, social,......
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