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Description

Bloomberg stands as the premier authority in global business and financial information, delivering news and insights that shape the industry. By leveraging cutting-edge technology, we link decision-makers to precise financial market data, enabling them to make informed and swift choices. While many corporations seek a clear mission, Bloomberg was established with a definitive purpose: to positively impact the world. This commitment is evident in our innovative products that have sparked a lasting transformation in the financial landscape. Our dedication extends to our employees, as we prioritize their development throughout their professional journeys. Furthermore, our initiatives demonstrate how we utilize our resources, expertise, and profits to bring about meaningful change globally through the influence of data. We firmly believe that profit and ethical principles coexist harmoniously; they complement each other effectively. Ultimately, prioritizing integrity for our team, clients, communities, and the environment not only aligns with our values but also serves as the foundation for our business success. Our vision continues to inspire and challenge us to aim higher.

Description

Unlock fresh possibilities, steer through market fluctuations, and provide outstanding client experiences with Morningstar's capabilities at your disposal. Enhance client interaction by utilizing the premier source for comprehensive investment insights. Facilitate informed investment evaluations and convey findings effectively through versatile technology infused with Morningstar's investment knowledge. Address investors' needs with specially designed portfolios and indices that embody a long-term vision. In an era where evolving consumer expectations and enhanced experiences are central to business strategies, Morningstar empowers you to achieve personalized solutions on a large scale. Uncover new goals for your practice through creative strategies to attract new clients, increase engagement with current clients, and optimize the lifetime value of customers. Utilize Morningstar to gain a strategic edge over competitors and construct investments, analytic tools, and compelling narratives grounded in top-tier investment data. By leveraging these resources, you can foster stronger client relationships and ensure sustained growth for your practice.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AlternativeSoft Yes 
ANALEC Resonate Yes 
Bloomberg Terminal Yes 
Broadridge 15(c) Board Reporting No 
Claude for Financial Services No 
Comma Compliance Yes 
Datalog TMS Yes 
FA Solutions No 
HERE Enterprise Browser Yes 
KServe Yes 
Macrobond Yes 
Molecule No 
MoneyGuide No 
OpenAdapt Yes 
Performativ Yes 
Pontera No 
QuantConnect Yes 
SiMa Yes 
StreetLight Data Yes 
bitsCrunch No 

Integrations

AlternativeSoft Yes 
ANALEC Resonate No 
Bloomberg Terminal No 
Broadridge 15(c) Board Reporting Yes 
Claude for Financial Services Yes 
Comma Compliance No 
Datalog TMS No 
FA Solutions Yes 
HERE Enterprise Browser No 
KServe No 
Macrobond No 
Molecule Yes 
MoneyGuide Yes 
OpenAdapt No 
Performativ No 
Pontera Yes 
QuantConnect No 
SiMa No 
StreetLight Data No 
bitsCrunch Yes 

Pricing Details

$0.99 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Bloomberg

Country

United States

Website

www.bloomberg.com

Vendor Details

Company Name

Morningstar

Founded

1984

Country

United States

Website

www.morningstar.com

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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