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BlainHefty Product Manager
Product Manager

Morningstar Model Marketplace is now live!

UPDATE - We officially launched Morningstar Model Marketplace at the Morningstar Investment Conference in Chicago. Read more in this press release.

Morningstar Model Marketplace - Beta

Monday, April 8th we will be releasing a new feature within Morningstar Total Rebalance Expert (TRX).  The Morningstar Model Marketplace.

Model Marketplace is a new feature currently in Open Beta where you can research model portfolio providers, compare their various models, and select the ones that best meet your clients’ needs. We’ve designed Model Marketplace to focus on empowering advisors to lower costs and save time by scaling the investment management and portfolio monitoring functions at their firms while maintaining discretion, customization and personalization of client portfolios.

The Model Marketplace will be accessible at no additional cost to current Office Suite subscribers, which includes TRX.  Please contact your Customer Success Manager or Sales representative if you currently do not have access to TRX and would like to gain access to TRX and the Model Marketplace.

We will be hosting webinars following the launch of this new feature to give you an in-depth look at the Model Marketplace workflow and how this new feature can make assist in your model portfolio construction.

Looking forward to sharing our work with you!

-Morningstar TRX Team

2 Replies
KarynD Employee
Employee

Re: Announcing Morningstar Model Marketplace Open Beta

I was excited to see this go live at MICUS! Can you share more information about the asset management firms that are on the platform and where we can find more info @BlainHefty ?

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Highlighted
Elizabeth Employee
Employee

Re: Announcing Morningstar Model Marketplace Open Beta

Hello @KarynD 

Here are release notes that @BlainHefty and I put together for Model Marketplace. It provide instructions on how to use the feature, as well as other general information. 

https://advisor.morningstar.com/AWSOE/Training/tRxReleaseNotes_Models.pdf

Thank you!