Review: Morningstar Office's web-based platform combines research, advisor tools
No-frills interface offers easy access to reports, benchmarking
John
Signed on with them 6 months ago. Was told I could get my existing data converted. After I signed up I was told “Not so”. Data conversion was phased out. New system available by September. Nope, not yet. I’m paying for something I can’t use. Looking into their competitors. Tired of being ripped off.
Rob
Save your money!!! There…you’ve been warned.
Tim
Glad I did not waste our firm’s money on this. We were about to pull the trigger and go with this as our rebalancing solution. What happens now to legacy client’s? So you now have to buy in to Morningstar Advisor’s stand alone product to utilize this going forward? What about advisor’s that use a watered down version via their broker/delaer arrangements? This article is very good in one sense that it sounds the bell and alerts the industry, but very lite on specifics.
Brooke Southall
Hi Tim,
Are you commenting on the article above or the one that was published today?
Thanks,
Brooke
Nate
Related Moves
Morningstar's sale of TAMP's $12-billion book-of-business to AssetMark ends two-year run that fell short on growth; whether RIAs stick or flee will determine fate of deal
Morningstar nets a cash windfall, a better distribution deal, and it reduces conflicts with its clients, but SMArtX is the likely loser, which will no longer administer Morningstar's TAMP assets.
June 24, 2024 at 11:48 PM
Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it
The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate
February 28, 2020 at 11:09 PM
Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?
The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader
June 11, 2019 at 9:49 PM
Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto
