WealthTech Today cover image

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

WealthTech Today

00:00

Is Your Portfolio X-Ray a Good Example?

Morningstar's portfolio X-ray report is a pretty industry standard view to give you asset allocation, geographic breakdowns. And so we deliver that as a capability as within a branded products - which is all kind of how it originally was delivered. You can take information out of the component and you continue on with your day.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app