FinaMetrica
by Morningstar · Wealth and investment platforms · Chicago, United States
Investor risk profiling
About Morningstar
Investment research and data, plus financial planning and practice management software (AdviserLogic) for financial advisers.
Morningstar in the vendor registry: its products, features and similar vendors.
Also by Morningstar
- AdviserLogic: Cloud financial planning and practice management software for Australian advisers.
- Morningstar Direct: Investment research and analytics platform for asset and wealth managers.
- Morningstar research and ratings: Fund, ETF and equity research used by advisers and platforms.
- Adviser Research Centre: Research platform for financial advisers
- Licensee Dashboard and CRM: Oversight and CRM tools for licensees and dealer groups
- Morningstar Data: Fund, equity and market data feeds
More in this category: Wealth management and investment platforms.
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