Morningstar Data and Reports Now Available in eMoney Wealth-Planning Platform

Chicago, IL - 15 December 2014

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has integrated its data and reports into the new version of eMoney Advisor's wealth-planning platform for advisors, emX, which was released recently.

Advisors who use eMoney and also subscribe to Morningstar OfficeSM or Morningstar® Advisor WorkstationSM will be able to seamlessly conduct investment research using Morningstar’s security reports, including the Morningstar® Investment Detail™ and Morningstar Report. Advisors will also be able to generate Morningstar’s portfolio-level reports, such as the Portfolio Snapshot™ report, Portfolio X-Ray® Report, and Stock IntersectionSM report, directly from the eMoney portal. 

"Our integration with eMoney advances Morningstar’s goal of supporting advisors with capabilities that help make their practices more efficient,” Tricia Rothschild, Morningstar's head of advisor solutions, said. "The robust planning capabilities that are part of this integration are designed to help advisors achieve better outcomes for their clients."

“Financial advisors have an increased need for seamless access to their most important online tools, all in one platform,” Edmond Walters, founder and CEO of eMoney, said. “Our integration with Morningstar represents our continuing effort to simplify advisors’ daily activities and provide them with the tools they need to be successful.”

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