Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Brokers-Dealers
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Investment research and portfolio analytics platform for wealth management advisors powered by Morningstar data.
Description
Morningstar Direct Advisory Suite provides fund and portfolio research and proposal generation for financial advisors drawing on Morningstar's proprietary investment data ratings and analytical tools.
Integrations
Morningstar Direct Advisory Suite has 17 integrations in our directory
Search below to find what you're looking for
- Advisor360 Level 3
- Advisors Assistant Level 2
- Albridge Level 3
- Andes Wealth Level 3
- Asset-Map Level 1
- Black Diamond Level 3
- Blaze Portfolio Level 1
- Capital Preferences Level 3
- Plaid Level 3
- Redtail Level 3
- RightCapital Level 3
- RiskPro Advisor Level 3
- Salesforce Level 3
- Schwab Advisor Center Level 3
- Skience Level 4
- Skyview1 Level 1
- SmartOffice Level 4
- TradePMR Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
