CHICAGO--(BUSINESS WIRE)-- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for ...

Research and due diligence tools that power great advice. Compliance-friendly investment planning. Portfolio management and monitoring. Client and prospect management tools that show your value.

The alliance will give Black Diamond users the first chance to use a newly launched advisory suite as Morningstar shutters a ...

Black Diamond will deeply integrate with Morningstar’s new Direct Advisory Suite—described as the “next phase of [Morningstar] Advisor Workstation," according to a company statement.

Morningstar, Inc. (Nasdaq: MORN) and SS&C Technologies, Inc. today announced an agreement that will make SS&C's Black ...

CHICAGO - Morningstar , Inc. (NASDAQ:MORN) has announced a strategic partnership with SS&C Technologies, Inc., marking a significant integration of Morningstar's Direct Advisory Suite with SS&C's ...

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment ...

The alliance pairs rich investment data and research, portfolio construction and holdings-based analysis, and client engagement capabilities from Direct Advisory Suite with award-winning ...