Castle Rock Innovations, LLC AXIS Platform Powered By Morningstar Data Hot

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Castle Rock Innovations, LLC (CRI), a provider of technology-based solutions for the retirement industry, has contracted with Morningstar, Inc. for data that will power its flagship AXIS Retirement Plan Analytic Platform (AXIS), a comprehensive servicing platform that addresses the DOL mandated 408 (b) (2) fee disclosure requirements.

The Morningstar Mutual Fund Fee and Performance Data will be integrated with the AXIS platform, which will support the fee disclosure reporting requirements for Broker Dealers, Recordkeepers, RIAs, Trust Companies and Banks, according to a CRI press release.

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