The research provider designed the platform to streamline communications among manager researchers, compliance teams, portfolio strategists and client-facing advisors. Teams can receive firmwide notifications about products and use the platform for real-time collaborations.
The scenario analysis feature allows teams to identify risky investments and catalog lists of investment recommendations.
Using Morningstar’s independent data and research, the Morningstar Direct for Wealth Management platform offers a review of data points such as a fund’s active share and environmental, social and governance (ESG) data. Users can customize the way they integrate data on the platform
Vestmark Expands Vestmark Manager Marketplace
Vestmark’s slogan for its latest upgrade is “advice delivery simplified.”
The wealth management technology provider’s marketplace platform connects asset managers to sponsors like registered investment advisors, banks and broker-dealers, and now it’s expanding with a research portal.
The portal will help advisors at sponsor firms sift through manager strategies.
The platform is Vestmark’s solution to the challenge sponsors and managers face with model access and distribution. This way, asset managers can distribute their strategies and sponsors can examine and implement them. So far, the online database holds 200 strategies by 85 asset managers and strategists. The platform launched in 2016.