Case Study: Morningstar achieves streamlined access to alternative investments with iCapital

Morningstar empowers 170,000 advisors with iCapital

Morningstar, Inc., a leading provider of investment research and tools, faced a challenge for the financial advisors using its platform. These advisors needed a more efficient way to incorporate alternative investments into their workflows, as the existing process was fragmented and time-consuming. To address this, Morningstar established a strategic partnership with iCapital to integrate its technology and streamline access to these assets.

The solution implemented by iCapital provided seamless, single sign-on access from within Morningstar's Advisor Workstation to iCapital's Marketplace, Architect analytics engine, and fund subscription tools. This integration allowed advisors to research, model, and execute investments in alternatives without switching systems. The results for Morningstar included broadened investment options for clients, an improved client experience through better personalization, and a significant increase in operational efficiency for advisors.

Morningstar, Inc