WINNER - Control Room Compliance Solution

Control Room Compliance Solution, is an enterprise conflict of interest solution that provides an effective way for firms to manage the flow of sensitive information, review investment banking deals and private transactions...LEARN MORE

FINALIST - Schedule 13F Reporting Enhancements

Enhance the features and functionality of the Schedule 13F reporting practice to allow advisors to fully validate all data, narrow their EDGAR submission...LEARN MORE

WINNER - Foundational Planning

Foundational Planning is designed to help advisors introduce planning to clients and scale planning across their organizations through a single platform, enabling advisors to evolve their clients’ financial plans...LEARN MORE

FINALIST - Goal Bridge

Morningstar Goal Bridge is a goals-based investment planning tool built on a foundation of Morningstar data, research, and behavioral science. It empowers advisors and their clients to clearly define and prioritize goals...LEARN MORE

FINALIST - New Financial Planning Platform

The Orion Planning platform serves as a way for advisors to effectively demonstrate value to their clients and provides a seamless barrier-free experience...LEARN MORE