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SMArtX Raises $30M From Morningstar

SMArtX will use the funds to expand its development capabilities as it supports Morningstar’s existing TAMP and direct indexing offering

Alois pirkerMichael holtDaniel needhamSmartx advisory solutionsAite novarica groupMorningstar investment managementMoorgate benchmarks

SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management

/PRNewswire/ SMArtX Advisory Solutions ( SMArtX ), a leading innovator in unified managed accounts ( UMA ) technology and architect of the SMArtX turnkey.

South africaUnited statesUnited kingdomEvan rapoportMichael holtDaniel needhamLinkedin smartxadvisoryMorningstar daniel needhamMorningstar wealth management solutionsSmartx advisory solutionsMorningstar investment managementMorningstar incPrnewswire smartx advisory solutions smartMichael holt joinWealth management solutionsChief strategy officer

Morningstar sets up wealth management solutions arm

Several months after it bought Praemium’s UK and international business

United kingdomBjorn widerstedtJonathan linstraDaniel needhamKaty gibsonElizabeth durkeeBrian verhoevenJohn harrisAdley bowdenMorningstar officeMorningstar investment servicesInvestment management north americaBlack diamond wealth

Morningstar boosts focus on wealth management

Morningstar Inc. said it was launching a new business unit to tighten its focus on wealth management that combines several existing functions.

Daniel needhamWealth management solutionsMorningstar incMorningstar investment management groupMorningstar investment servicesWealth managementInvestment management

Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors

/PRNewswire/ Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the creation of a new business unit.

United statesUnited kingdomSouth africaBlack diamondBjorn widerstedtYodlee envestnetJonathan linstraDaniel needhamKaty gibsonElizabeth durkeeBrian verhoevenJohn harrisAdley bowdenWealth management solutionsMorningstar officeIbbotson associates japan inc

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