Morningstar 2011/2012 - (Page 22)

22 Custom Software and Services Morningstar Enterprise Data Management Expert data aggregation and performance reporting. ® 3 25+ years of experience managing high-quality data 3 Full integration with proprietary, third-party, and Morningstar platforms Morningstar ® Enterprise Data Management helps businesses control costs by freeing internal resources to focus on core activities. Built on years of experience handling our own data and setting industry standards for quality, this service helps institutions better manage critical information, including proprietary, third-party, and Morningstar data. A responsive team consults with clients to understand their needs and challenges, then implements creative solutions for maintaining various types of data and flowing it into a variety of systems. Our hands-on service doesn’t stop at delivery—we provide educational materials, train users, and encourage internal adoption so clients can get the most from their solution. Our Portfolio Management Services offering now supports multiple languages and currencies, as well as batch reporting and householding capabilities. Enterprise Data Management can also flow private investment data into our institutional platform, Morningstar Direct (see p.12). SM New integration with Morningstar ® Advisor Workstation (see p.18) reduces the need for manual data entry and reporting. Projects with Morningstar ® Integrated Web Tools can link any front-end tool with back-end data, including our document publishing services that help clients comply with government regulations globally. SM SM Contact us to extract more from your data global.morningstar.com/ EnterpriseDataManagement Outsourced Data Management for Global Businesses Client Inputs Investment Companies Morningstar Data Transfer Agents Custodian Data Temporary Data Storage Processing Data Warehousing Delivery Data Feeds Client Platforms Websites Archives Report Processors Morningstar Direct SM Morningstar ® Advisor Workstation SM Morningstar ® Integrated Web Tools SM Morningstar ® Investment Proﬁles TM Client Integration Points Portfolio Management Services Data Aggregation and Management Data Warehouse and Mining Interface Retirement Plan Sponsor Reporting Trading Platforms % Our representatives are leveraging Morningstar’s analytics and design expertise through Portfolio Management Services, helping them to provide accurate data, insightful analysis, and comprehensive reports for our investor clients. William Kelly / President, PFS Investments / Primerica, Inc. http://global.morningstar.com/EnterpriseDataManagement http://global.morningstar.com/EnterpriseDataManagement

Table of Contents for the Digital Edition of Morningstar 2011/2012

Morningstar 2011/2012
Table of Contents
Commonwealth Financial Network
The Hartford
ING
Transamerica
Institutional Software
Custom Software and Services
Investment Data, Market Data, and Indexes
Fund, Stock, and Credit Research
Advisory, Retirement, and Portfolio Management Services
Independent Advisor Software and Services
Financial Communications
Investor Websites and Publications

Morningstar 2011/2012

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