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M* Builds Its Own Financial Planning Tool

TedTed
in The Bullpen
FYI: While other adviser technology platforms have acquired popular financial planning vendors, Morningstar Inc. instead built its own.

The company's new Goal Bridge tool brings Morningstar's existing investment planning capabilities into a goals-based setting, combining the financial planning and investment proposal processes into a single digital workflow.
Regards,
Ted
https://www.google.com/search?sxsrf=ACYBGNSFTFvEBBAM62DAcPss5c8EndO9VQ:1568050552456&source=hp&ei=eI12XZ6tGc_E-gTHmqCADg&q=Morningstar+builds+its+own+financial+planning+tool&oq=Morningstar+builds+its+own+financial+planning+tool&gs_l=psy-ab.3..33i299l2.3506.3506..4500...0.0..0.131.131.0j1......0....2j1..gws-wiz.mgPXZEjMglo&ved=0ahUKEwieyarBo8TkAhVPop4KHUcNCOAQ4dUDCAc&uact=5
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