After the recent announcement that Envestnet | Tamarac is acquiring Schwab PortfolioCenter®, Dermot O'Mahony, our Head of Software Products, released a response affirming Morningstar’s commitment to independence. Since day one, we’ve put investors first and we believe choice is good for advisors and investors. We think this is a great opportunity for advisors who are not already working with us to evaluate Morningstar Office Cloud. We offer a great plan that includes data conversion and special pricing to ease the transition.
If you have colleagues who are looking for an end-to-end practice management and reporting tool to support their daily work – please invite them to our free webinar The Morningstar Office Difference on Thursday, March 14 at 11 AM CDT.