Tag : Morningstar

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0238
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions
Finance News

Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions

Fintech News Desk
by Fintech News Desk0169
Voyant collaboration tools will help Morningstar Advisor Workstation subscribers deepen client relationships and provide best-in-class planning capabilities Voyant, Inc., announced a collaboration with Morningstar, giving Morningstar Advisor Workstation subscribers in Canada access to Voyant’s interactive financial planning tools that empower clients and advisors to work more collaboratively. “We help financial planners showcase......
Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business
Investment Services News

Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0283
Morningstar, Inc., a leading provider of independent investment research, has completed its acquisition of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai from Praemium Limited for £35 million, subject to completion adjustments. Across its U.K. and international business, Praemium offers proprietary, friction-free technology and services that enable advisers to outsource......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0285
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Morningstar Launches Analytics Lab, a Data Science Platform for Finance Professionals
Analytics News

Morningstar Launches Analytics Lab, a Data Science Platform for Finance Professionals

Fintech News Desk
by Fintech News Desk0250
New Capability in Morningstar Direct Allows Users to Create Custom “Notebooks” From Morningstar Data and Research Morningstar, Inc., a leading provider of independent investment research, announced the launch of Analytics Lab, a new capability for data scientists and analysts in its investment analysis platform, Morningstar Direct, following the launch of the interactive......
SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
Featured Fintech Fintech Funding News

SMArtX Deepens Strategic Relationship with Morningstar

Sudipto Ghosh
by Sudipto Ghosh0357
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
Fintech News

Pontera Integrates with Morningstar Office to Enable Management of Held Away Assets

Fintech News Desk
by Fintech News Desk0605
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
Digital Payments News

Flywire Partners with Ascensus to Digitize 529 College Savings Plan Payments

Fintech News Desk
by Fintech News Desk0751
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
Investments News

Morningstar to Acquire Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0419
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
Investments News

PIMCO Collaborates with Morningstar Investment Management to Help Deliver Innovative Target Date Strategy Customized to Individual Retirement Needs

Fintech News Desk
by Fintech News Desk0436
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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