Morningstar® Principia®
Easily upload your client's most recent investment account and holdings detail from eMoney into Morningstar® Principia® and conduct further research and analysis, monitor portfolios, and propose investment strategies.
Morningstar® Advisor WorkstationSM
Easily transfer your client, portfolio and holdings data from eMoney 360 Pro into Morningstar® Advisor WorkstationSM. No need to duplicate data entry. With just a few clicks your eMoney clients transfer into Morningstar® Advisor WorkstationSM allowing you to conduct a complete financial analysis on their portfolio.