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About

Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information.

About

Rapidly build proposals, aggregate external assets, and understand estates. Cut down tedious tasks by 95%, freeing up time to deliver exceptional service to your clients. An AI agent that reads and analyzes documents with human-level accuracy, but much faster. Automatically organize portfolios by account type, number, entity, tax status, and asset classification. Our generative-AI-powered parser instantly converts PDFs, images, faxes, and scans into clean, structured data ready for analysis. Identify concentration risk within a portfolio. Demonstrate how reducing expenses can lead to better long-term outcomes. Align a portfolio's long-term goals by creating a custom portfolio. Categorize assets using an expanding database of over 40,000 public and private securities. Powder's chatbot provides instant, intelligent assistance for a wide range of tasks, enhancing productivity and accessibility to information.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses and investors looking for a platform to get insights, time-tested data, research, and investment opportunities

Audience

Organizations and anyone in search of an AI agent to improve their precise document analysis operations

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$500 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Morningstar
Founded: 1984
United States
www.morningstar.com

Company Information

Powder
United States
www.powderfi.com

Alternatives

Alternatives

Atom

Atom

Atom Finance

Categories

Categories

Integrations

AlternativeSoft Supported
Broadridge 15(c) Board Reporting Supported
Claude for Financial Services Supported
FA Solutions Supported
Fintech Sandbox Supported
Magnifi Supported
Molecule Supported
MoneyGuide Supported
Nitrogen Supported
Pontera Supported
RightCapital Supported
SmartOffice Supported
Wealth-Lab Supported
bitsCrunch Supported
cXchange Supported

Integrations

AlternativeSoft Not Supported
Broadridge 15(c) Board Reporting Not Supported
Claude for Financial Services Not Supported
FA Solutions Not Supported
Fintech Sandbox Not Supported
Magnifi Not Supported
Molecule Not Supported
MoneyGuide Not Supported
Nitrogen Not Supported
Pontera Not Supported
RightCapital Not Supported
SmartOffice Not Supported
Wealth-Lab Not Supported
bitsCrunch Not Supported
cXchange Not Supported
Claim Morningstar and update features and information
Claim Morningstar and update features and information
Claim Powder and update features and information
Claim Powder and update features and information