Morningstar : Announces Planned Acquisition of Financial Planning Software Provider AdviserLogic

https://www.marketscreener.com/MORNINGSTAR-INC-10068/news/Morningstar-Announces-Planned-Acquisition-of-Financial-Planning-Software-Provider-AdviserLogic-29508330/?utm_content=20191103&utm_medium=RSS

PRNewswire – “Morningstar believes in the value of financial advice, and we share a common mission with advisers to empower investor success. We’re excited to expand our ability to support advisers at a critical time for the industry by welcoming AdviserLogic into the Morningstar family,” said Jamie Wickham, managing director of Morningstar Australasia. “Financial planning software is at the heart of the advice process. Combined with Morningstar’s deep data, analytics and research, AdviserLogic’s focus on user experience and advice workflow will enable us to elevate and differentiate our technology solutions for advisers—to support them in running an efficient and compliant practice; and deliver improved outcomes for their clients.”

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Author: Chandler

https://www.linkedin.com/in/chandlerparis/