Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced a ...

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial ...

The next phase of Advisor Workstation, Morningstar Direct Advisory Suite is a connected suite of tools spanning proposal creation, investment research, and investment planning for financial advisors.

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...