|By Business Wire||
|July 2, 2014 02:11 PM EDT||
MoneyGuidePro®, a leader in goal-focused financial planning, and Morningstar, Inc., a leading provider of independent investment research, today announced greatly enhanced integration between MoneyGuidePro and Morningstar OfficeSM, the practice and portfolio management system for independent financial advisors.
Innovative new enhancements include the seamless flow of Morningstar Office account and position data into MoneyGuidePro’s financial planning software. Users set up the integration one time, and MoneyGuidePro will automatically check Morningstar for new information, while automatically updating client profiles based on existing portfolio data in Morningstar Office. Independent advisors will now be able to use these two powerful resources more effectively together – saving time, reducing errors, and better serving their clients.
“MoneyGuidePro and Morningstar have a relationship that offers mutual customers an integrated investment research, portfolio management, and financial planning experience. We are excited to deepen that relationship with enhanced capabilities for independent advisors using Morningstar Office,” said Tricia Rothschild, Morningstar’s global head of advisor solutions. “Our new web service can automatically send MoneyGuidePro users up-to-date client data, and it supports our goal of streamlining advisor workflows by creating connections between Morningstar products and leading third-party applications.”
“We have had a long-standing relationship with Morningstar, and we are pleased to now offer enhanced integration capabilities that help financial advisors work more efficiently, accurately, and strategically on behalf of investors,” said Bob Curtis, CEO of MoneyGuidePro.
The integration between MoneyGuidePro and Morningstar Office breaks down the barriers between silos of information, enabling advisors to cut down on data entry, maintain current information, and prevent user error. This functionality equates to less time spent on data transfer and re-entry by advisors, in addition to real-time investor information feeding MoneyGuidePro’s financial plans.
With a core focus on goal-based planning, MoneyGuidePro helps advisors actively engage with clients and puts clients’ needs, wants, and wishes at the forefront of the financial planning process. Working effectively with Morningstar Office, MoneyGuidePro enables advisors to pull data seamlessly into its illustrative planning software to give clients a more precise, visually pleasing, and realistic snapshot of their assets and future investment scenarios.
MoneyGuidePro, innovated by PIEtech, Inc., is the industry’s leading financial planning software. MoneyGuidePro makes powerful, profitable planning easy, allowing financial advisors to help more clients achieve their financial goals. MoneyGuidePro provides college, retirement, estate and Social Security planning, investment and insurance needs analysis, technology integration and account aggregation. For more, visit www.moneyguidepro.com.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 456,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $164 billion in assets under advisement and management as of March 31, 2014. The company has operations in 27 countries.
SYS-CON Events announced today the How to Create Angular 2 Clients for the Cloud Workshop, being held June 7, 2016, in conjunction with 18th Cloud Expo | @ThingsExpo, at the Javits Center in New York, NY. Angular 2 is a complete re-write of the popular framework AngularJS. Programming in Angular 2 is greatly simplified. Now it’s a component-based well-performing framework. The immersive one-day workshop led by Yakov Fain, a Java Champion and a co-founder of the IT consultancy Farata Systems and...
May. 24, 2016 02:00 PM EDT Reads: 3,826
IoT generates lots of temporal data. But how do you unlock its value? How do you coordinate the diverse moving parts that must come together when developing your IoT product? What are the key challenges addressed by Data as a Service? How does cloud computing underlie and connect the notions of Digital and DevOps What is the impact of the API economy? What is the business imperative for Cognitive Computing? Get all these questions and hundreds more like them answered at the 18th Cloud Expo...
May. 24, 2016 01:45 PM EDT Reads: 2,038
Many banks and financial institutions are experimenting with containers in development environments, but when will they move into production? Containers are seen as the key to achieving the ultimate in information technology flexibility and agility. Containers work on both public and private clouds, and make it easy to build and deploy applications. The challenge for regulated industries is the cost and complexity of container security compliance. VM security compliance is already challenging, ...
May. 24, 2016 12:45 PM EDT Reads: 831
@DevOpsSummit taking place June 7-9, 2016 at Javits Center, New York City, and Nov 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with the 18th International @CloudExpo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world.
May. 24, 2016 12:00 PM EDT Reads: 3,238
Just last week a senior Hybris consultant shared the story of a customer engagement on which he was working. This customer had problems, serious problems. We’re talking about response times far beyond the most liberal acceptable standard. They were unable to solve the issue in their eCommerce platform – specifically Hybris. Although the eCommerce project was delivered by a system integrator / implementation partner, the vendor still gets involved when things go really wrong. After all, the vendo...
May. 24, 2016 09:45 AM EDT Reads: 1,313
Small teams are more effective. The general agreement is that anything from 5 to 12 is the 'right' small. But of course small teams will also have 'small' throughput - relatively speaking. So if your demand is X and the throughput of a small team is X/10, you probably need 10 teams to meet that demand. But more teams also mean more effort to coordinate and align their efforts in the same direction. So, the challenge is how to harness the power of small teams and yet orchestrate multiples of them...
May. 24, 2016 09:15 AM EDT Reads: 1,784
SYS-CON Events announced today the Docker Meets Kubernetes – Intro into the Kubernetes World, being held June 9, 2016, in conjunction with 18th Cloud Expo | @ThingsExpo, at the Javits Center in New York, NY. Register for 'Docker Meets Kubernetes Workshop' Here! This workshop led by Sebastian Scheele, co-founder of Loodse, introduces participants to Kubernetes (container orchestration). Through a combination of instructor-led presentations, demonstrations, and hands-on labs, participants learn ...
May. 24, 2016 09:00 AM EDT Reads: 1,784
The initial debate is over: Any enterprise with a serious commitment to IT is migrating to the cloud. But things are not so simple. There is a complex mix of on-premises, colocated, and public-cloud deployments. In this power panel at 18th Cloud Expo, moderated by Conference Chair Roger Strukhoff, panelists will look at the present state of cloud from the C-level view, and how great companies and rock star executives can use cloud computing to meet their most ambitious and disruptive business ...
May. 24, 2016 09:00 AM EDT Reads: 1,974
The demand for organizations to expand their infrastructure to multiple IT environments like the cloud, on-premise, mobile, bring your own device (BYOD) and the Internet of Things (IoT) continues to grow. As this hybrid infrastructure increases, the challenge to monitor the security of these systems increases in volume and complexity. In his session at 18th Cloud Expo, Stephen Coty, Chief Security Evangelist at Alert Logic, will show how properly configured and managed security architecture can...
May. 24, 2016 09:00 AM EDT Reads: 1,947
Last week I had the pleasure of speaking on a panel at Sapphire Ventures Next-Gen Tech Stack Forum in San Francisco. Obviously, I was excited to join the discussion, but as a participant the event crystallized not only where the larger software development market is relative to microservices, container technologies (like Docker), continuous integration and deployment; but also provided insight into where DevOps is heading in the coming years.
May. 24, 2016 07:15 AM EDT Reads: 1,385
Admittedly, two years ago I was a bulk contributor to the DevOps noise with conversations rooted in the movement around culture, principles, and goals. And while all of these elements of DevOps environments are important, I’ve found that the biggest challenge now is a lack of understanding as to why DevOps is beneficial. It’s getting the wheels going, or just taking the next step. The best way to start on the road to change is to take a look at the companies that have already made great headway ...
May. 24, 2016 07:15 AM EDT Reads: 1,595
Agile teams report the lowest rate of measuring non-functional requirements. What does this mean for the evolution of quality in this era of Continuous Everything? To explore how the rise of SDLC acceleration trends such as Agile, DevOps, and Continuous Delivery are impacting software quality, Parasoft conducted a survey about measuring and monitoring non-functional requirements (NFRs). Here's a glimpse at what we discovered and what it means for the evolution of quality in this era of Continuo...
May. 24, 2016 06:45 AM EDT Reads: 1,389
You might already know them from theagileadmin.com, but let me introduce you to two of the leading minds in the Rugged DevOps movement: James Wickett and Ernest Mueller. Both James and Ernest are active leaders in the DevOps space, in addition to helping organize events such as DevOpsDays Austinand LASCON. Our conversation covered a lot of bases from the founding of Rugged DevOps to aligning organizational silos to lessons learned from W. Edwards Demings.
May. 24, 2016 06:45 AM EDT Reads: 1,301
SYS-CON Events announced today BZ Media LLC has been named “Media Sponsor” of SYS-CON's 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. BZ Media LLC is a high-tech media company that produces technical conferences and expositions, and publishes a magazine, newsletters and websites in the software development, SharePoint, mobile development and Commercial Drone markets.
May. 24, 2016 06:00 AM EDT Reads: 3,376
When I talk about driving innovation with self-organizing teams, I emphasize that such self-organization includes expecting the participants to organize their own teams, give themselves their own goals, and determine for themselves how to measure their success. In contrast, the definition of skunkworks points out that members of such teams are “usually specially selected.” Good thing he added the word usually – because specially selecting such teams throws a wrench in the entire works, limiting...
May. 24, 2016 05:15 AM EDT Reads: 1,430
SYS-CON Events announced today TechTarget has been named “Media Sponsor” of SYS-CON's 18th International Cloud Expo, which will take place on June 7–9, 2016, at the Javits Center in New York City, NY, and the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. TechTarget is the Web’s leading destination for serious technology buyers researching and making enterprise technology decisions. Its extensive global networ...
May. 24, 2016 04:00 AM EDT Reads: 3,004
Application development and delivery methods have undergone radical changes in recent years to improve scalability and resiliency. Container images are the new build and deployment artifacts that are used to ship and run software. While startups have long been comfortable experimenting with and embracing new technologies, even large enterprises are now re-architecting their software systems so that they can benefit from container-enabled micro services architectures. With the launch of DC/OS, w...
May. 24, 2016 04:00 AM EDT Reads: 1,289
Earlier this week, we hosted a Continuous Discussion (#c9d9) on Continuous Delivery (CD) automation and orchestration, featuring expert panelists Dondee Tan, Test Architect at Alaska Air, Taco Bakker, a LEAN Six Sigma black belt focusing on CD, and our own Sam Fell and Anders Wallgren. During this episode, we discussed the differences between CD automation and orchestration, their challenges with setting up CD pipelines and some of the common chokepoints, as well as some best practices and tips...
May. 24, 2016 03:45 AM EDT Reads: 1,210
As AT&Ts VP of Domain 2.0 architecture writes one aspect of their Domain 2.0 strategy is a goal to embrace a Microservices Application Architecture. One page 9 they describe how these envisage them fitting into the ECOMP architecture: "The initial steps of the recipes include a homing and placement task using constraints specified in the requests. ‘Homing and Placement' are micro-services involving orchestration, inventory, and controllers responsible for infrastructure, network, and applicati...
May. 24, 2016 02:45 AM EDT Reads: 1,562
Automation is a critical component of DevOps and Continuous Delivery. This morning on #c9d9 we discussed CD Automation and how you can apply Automation to accelerate release cycles, improve quality, safety and governance? What is the difference between Automation and Orchestration? Where should you begin your journey to introduce both?
May. 24, 2016 01:30 AM EDT Reads: 1,229