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#ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses

WealthTech Today

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Morningstar

The company recently added TRX for portfolio rebounds, which is a great tool that I wrote a lot about on my blog in the past. So we figured that that has sort of that kind of Morningstar research angle on it. And an example of what we probably will never really bring into house would be a CRM. Now if CRMs start integrating more big data and AI and machine learning and things like that then all of a sudden the core Morningstar capabilities might be brought to bear there.

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