Morningstar Will Bring Data On Individual Bonds Into Its Advisor Applications

"It represents the first time an advisor software platform has offered comprehensive bond data alongside underlying holdings-based analytics for multi-security portfolios,"


The bond universe will be available next month in Morningstar Advisor Workstation, its widely used research solution, and in April in Morningstar Office, a portoflio management, financial planning, CRM, and client portal system, according to a company press release announcing an agreement with Interactive Data Corporation.


This Website Is For Financial Professionals Only