Morningstar, a leading independent investment insights provider, and iCapital, a global fintech platform empowering the asset and wealth management industry, announced a strategic relationship aimed at expanding financial advisor access to alternative investments and analytics. The collaboration integrates iCapital’s investment technology platform with Morningstar Advisor Workstation, providing over 170,000 financial advisors with unprecedented access to alternative investments and research tools.
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The collaboration signifies a major step forward for financial advisors seeking to meet the evolving demands of clients and construct well-rounded portfolios that incorporate alternative investments. The second phase’s introduction of Portfolio Risk Scores will further enhance advisors’ ability to align portfolio construction with client risk tolerance levels, adding a valuable dimension to the advisory process.
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