PSS Intelligent Technologies to Integrate Custody Data Into Morningstar Office.
New PSS technology enhancements enable independent advisors to deliver high-touch, customized solutions to their clients.
“Working with Morningstar underscores our continued commitment to a flexible, open architecture technology platform for better business outcomes.”
As part of its ongoing work to integrate with leading platforms serving independent registered investment advisors, PSS Intelligent Technologies announced today that Morningstar, Inc., a leading provider of independent investment research, will participate in PSS OpenView Gateway, the flexible, open-architecture technology platform, enabling integration between PSS systems and those of participating technology providers. The integration will make real-time custodial data from PSS available within Morningstar Office, a scalable, end-to-end practice and portfolio management platform that facilitates advanced research, performance reporting and secure client communications. This integration can help independent advisors make more informed investing decisions and provide better client service through improved efficiency in their practices.
“Morningstar Office is a popular solution among the advisors we serve, and we currently have more than 1,000 shared clients who could benefit from our new working relationship,” said Neesha Hathi, senior vice president, Advisor Technology Solutions, PSS Advisor Services. “Working with Morningstar underscores our continued commitment to a flexible, open architecture technology platform for better business outcomes.”
In addition to offering an integrated technology platform for advisors, Morningstar provides a range of solutions for advisors, notably independent investment research, analytic tools, and investment management through its registered investment advisor subsidiaries. Currently, more than 2,000 independent advisors on PSS’s platform use some facet of Morningstar’s technology and research offerings, highlighting the opportunity for wide scale integration between the companies.
Contact:
Ida Lerner, 80 02 13 08