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After Orion, Fidelity and Envestnet paid big for planning software, Morningstar finesses a DIY planning hack for Workstation; Black Diamond is also trying finesse to counter the continuing planning software grab

The portfolio management giants spent a combined $800 million; Now Morningstar has Goal Bridge and SS&C assures it is keeping even in planning race

Author Oisin Breen September 20, 2019 at 4:29 PM
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Dermot O'Mahony: Anyone who tells you that they can predict, with 100% accuracy, how a particular account will perform in 15 year’s time is either a charlatan or a time traveller.

Technology



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Mentioned in this article:

MoneyGuidePro
Financial Planning Software
Top Executive: Bob Curtis

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto



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