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

WealthTech Today

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Adding Goals to a 401K Platform?

The goal bridge product we're building is for the primary delivery through the advisor workstation product. And also true this developer tool set called enterprise components. These are people who really advisors or brokers, depending on how you want to categorize them, aren't going to spend 12 hours building a financial plan for their client. So it's really an extension of our investment planning capabilities that we sort of move into financial planning.

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