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support

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Description

At EY, we have established a strong reputation for thorough analysis and research. Our foundation is built on the ability to foresee changes, whether in capital markets, regulatory developments, or advancements in technology, and we assist clients in navigating these shifts. We collaborate closely with EY clients to ensure they remain informed about any updates to standards. This approach is more than just a technical necessity; it reflects our dedication to maintaining a forefront understanding of the trends that influence your operations. While in-person meetings remain integral to our services, we strive to deliver timely insights to our clients as needed. One of the key methods we utilize to achieve this goal is through EY Atlas, our cloud-based solution that serves as a cornerstone of our offerings. By leveraging EY Atlas, we can provide clients with on-demand insights, ensuring they have access to the information they need at any moment. This commitment to innovation and responsiveness is what sets us apart in the industry.

Description

Unlock fresh possibilities, steer through market fluctuations, and provide outstanding client experiences with Morningstar's capabilities at your disposal. Enhance client interaction by utilizing the premier source for comprehensive investment insights. Facilitate informed investment evaluations and convey findings effectively through versatile technology infused with Morningstar's investment knowledge. Address investors' needs with specially designed portfolios and indices that embody a long-term vision. In an era where evolving consumer expectations and enhanced experiences are central to business strategies, Morningstar empowers you to achieve personalized solutions on a large scale. Uncover new goals for your practice through creative strategies to attract new clients, increase engagement with current clients, and optimize the lifetime value of customers. Utilize Morningstar to gain a strategic edge over competitors and construct investments, analytic tools, and compelling narratives grounded in top-tier investment data. By leveraging these resources, you can foster stronger client relationships and ensure sustained growth for your practice.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

EY

Country

United Kingdom

Website

www.ey.com/en_us/audit/technology/atlas

Vendor Details

Company Name

Morningstar

Founded

1984

Country

United States

Website

www.morningstar.com

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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