Morningstar, Inc.

Goal-based financial planning solution that connects investment planning to goal outcomes, helping a... more...

Comprehensive account aggregation and data integration platform providing advanced data normalizatio... more...

Comprehensive financial planning platform covering retirement, investment, insurance and protection ... more...

ESG ratings, company and fund analysis, carbon risk scores, and sustainability metrics for global in... more...

Rates mutual funds and ETFs based on their ESG characteristics, comparing funds based on their expos... more...

An extensive database that offers benchmarking, fee comparison, and performance analysis, allowing p... more...

Provides comprehensive funding risk analysis, investment research, and performance analytics, specif... more...

An advanced tool that estimates the impact of fees on fund performance, incorporates various fee str... more...

Comprehensive screening tool to evaluate portfolios against ESG criteria with access to Sustainalyti... more...

Institutional investment platform with factor-based analysis capabilities. Offers style analysis, fa... more...

Asset allocation and portfolio construction platform that incorporates advanced risk models, regime-... more...

Evestment Asset Allocation platform provides capital market assumptions tools, allowing investment p... more...

A comprehensive investment planning platform offering portfolio analysis, asset allocation, fund scr... more...

Portfolio management platform with research, reporting, client management, and billing capabilities.... more...

Investment analytics platform with global database of managed investments, securities, indexes, and ... more...