Platform Partner: Morningstar Direct Advisory Suite
Platform Partner: Morningstar Direct Advisory Suite
Elevate Your Advice
Direct Advisory Suite is designed to simplify your workflow and elevate your client interactions. Powered by Morningstar’s unparalleled data and analytics, upgraded features, and intuitive interface, it helps you confidently deliver personalized advice and drive investor success.
Perks of Partnership
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Compelling Investment Research and Analytics
Put the power of Morningstar’s data and research to work.
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Streamlined Portfolio Analysis
Visualize the impact of changes to portfolio recommendations with vivid on-screen comparison and analysis that clearly shows how investing choices impact the portfolio.
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Customized Investment Planning
Easily communicate the value of your advice at every step of your client’s journey.
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Client-Friendly FINRA-Reviewed Reports
Easily communicate the value of your advice at every step of your client’s journey.
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This alliance makes Black Diamond the first platform of its kind to integrate Morningstar’s rich research and data capabilities advisors have relied on for decades,” said Steve Leivent, co-head of SS&C's Wealth & Investment Technologies. “The Black Diamond Wealth Platform will offer seamless integration of Morningstar’s industry-leading data and analytics with client workflows.
Steve Leivent
Co-Head of SS&C's Wealth & Investment Technologies SS&C Technologies, Inc. -
Black Diamond has been driving innovation in the wealth platform space, and we are excited about the connected experience we can deliver to advisors together. Advisors are central to our mission of empowering investor success. We have a long history of serving them directly with content, technology, and investment products or indirectly through strategic alliances with businesses like Black Diamond that excel in their own areas of expertise.
Kunal Kapoor
Chief Executive Officer Morningstar
Platform Partner Website
To learn more about this platform partner, visit their website. Visit SiteConnecting the Dots of Your Practice so You Can Connect with Your Clients.
