Morningstar OfficeSM

RiXtrema announced that it is now integrated with Morningstar OfficeSM, Morningstar’s practice and portfolio management system for financial advisors. Now, dual clients of RiXtrema and Morningstar will be able to pull any account or portfolio directly into Portfolio Crash Testing without having to do any manual document or data uploading. RiXtrema’s Portfolio Crash Testing 2.0 monitors both the risk in portfolios as well as the client’s risk tolerance, and will alert the advisor if risk in the account is diverging from the risk tolerance profile.

Riskalyze, the company that invented the Risk Number™ for financial advisors and their clients to use to align risk preference with portfolio risk, is working with Morningstar to offer advisors a streamlined solution for managing the risk in their clients’ portfolios. Advisors who use both Riskalyze and Morningstar Office^SM can take advantage of this new integration to seamlessly access their Morningstar Office client information from within Riskalyze, and automatically update the holdings in their clients’ accounts.

Data integration between industry-leading advisor technology platforms to facilitate financial planning process.

Finance Logix, a leading provider of financial planning and client engagement solutions, today announced an agreement with Morningstar, Inc., a leading provider of independent investment research, to integrate the Finance Logix platform and Morningstar OfficeSM. The Finance Logix platform is a customized end-to-end financial planning and client management solution and Morningstar Office is a research and practice management system for financial advisors.

Morningstar, Inc., a leading provider of independent investment research, today launched an app for iPad that helps advisors interact with clients and monitor and analyze their investments using Morningstar data and tools on the go. The new Morningstar for AdvisorsSM App is a free mobile companion to Morningstar OfficeSM and Morningstar® Advisor WorkstationSM, the company’s portfolio analysis and investment research platforms for financial advisors.

Advicent announces the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality.

Every day, more Americans turn to the Internet and technology for answers to their financial questions, so the need for advisors to quickly adapt their online presence is critical. “Having a branded lead generation tool is a huge differentiator for advisors,” says Andrew Stevens, NaviPlan® product director at Advicent. “It not only makes it easy for new clients to find the information they crave, but also helps advisors position themselves as the financial expert online – turning their website into a lead generation tool that works 24/7 to fill their funnel with prospects.”