|By Business Wire
|July 2, 2014 02:11 PM EDT
MoneyGuidePro®, a leader in goal-focused financial planning,
and Morningstar, Inc., a leading provider of independent investment
research, today announced greatly enhanced integration between
MoneyGuidePro and Morningstar OfficeSM, the practice and
portfolio management system for independent financial advisors.
Innovative new enhancements include the seamless flow of Morningstar
Office account and position data into MoneyGuidePro’s financial planning
software. Users set up the integration one time, and MoneyGuidePro will
automatically check Morningstar for new information, while automatically
updating client profiles based on existing portfolio data in Morningstar
Office. Independent advisors will now be able to use these two powerful
resources more effectively together – saving time, reducing errors, and
better serving their clients.
“MoneyGuidePro and Morningstar have a relationship that offers mutual
customers an integrated investment research, portfolio management, and
financial planning experience. We are excited to deepen that
relationship with enhanced capabilities for independent advisors using
Morningstar Office,” said Tricia Rothschild, Morningstar’s global head
of advisor solutions. “Our new web service can automatically send
MoneyGuidePro users up-to-date client data, and it supports our goal of
streamlining advisor workflows by creating connections between
Morningstar products and leading third-party applications.”
“We have had a long-standing relationship with Morningstar, and we are
pleased to now offer enhanced integration capabilities that help
financial advisors work more efficiently, accurately, and strategically
on behalf of investors,” said Bob Curtis, CEO of MoneyGuidePro.
The integration between MoneyGuidePro and Morningstar Office breaks down
the barriers between silos of information, enabling advisors to cut down
on data entry, maintain current information, and prevent user error.
This functionality equates to less time spent on data transfer and
re-entry by advisors, in addition to real-time investor information
feeding MoneyGuidePro’s financial plans.
With a core focus on goal-based planning, MoneyGuidePro helps advisors
actively engage with clients and puts clients’ needs, wants, and wishes
at the forefront of the financial planning process. Working effectively
with Morningstar Office, MoneyGuidePro enables advisors to pull data
seamlessly into its illustrative planning software to give clients a
more precise, visually pleasing, and realistic snapshot of their assets
and future investment scenarios.
MoneyGuidePro, innovated by PIEtech, Inc., is the industry’s leading
financial planning software. MoneyGuidePro makes powerful, profitable
planning easy, allowing financial advisors to help more clients achieve
their financial goals. MoneyGuidePro provides college, retirement,
estate and Social Security planning, investment and insurance needs
analysis, technology integration and account aggregation. For more,
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment
research in North America, Europe, Australia, and Asia. The company
offers an extensive line of products and services for individual
investors, financial advisors, asset managers, and retirement plan
providers and sponsors. Morningstar provides data on approximately
456,000 investment offerings, including stocks, mutual funds, and
similar vehicles, along with real-time global market data on more than
12 million equities, indexes, futures, options, commodities, and
precious metals, in addition to foreign exchange and Treasury markets.
Morningstar also offers investment management services through its
investment advisory subsidiaries and had approximately $164 billion in
assets under advisement and management as of March 31, 2014. The company
has operations in 27 countries.
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