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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)

Nerd's Eye View

This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)

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Montis Financial: Creating a Raving Fan Experience

Wealth Management

Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. We do some things, such as bulk uploads of quarterly systems or bulk uploads of invoices, and some of those things are a lot easier when Orion is our portfolio management system. We couldn’t do that necessarily with eMoney.

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Increasing Financial Planning Efficiency With A Systematized Annual Process

Nerd's Eye View

Which means that on any given workday, advisors might find themselves reviewing one client’s portfolio and another’s estate plan in the morning, and having a meeting with a third client later in the afternoon.

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Communicating Client Value By Articulating Your Solution To Their ‘Job To Be Done’

Nerd's Eye View

Communicating ongoing value to clients and prospects can be a challenge for financial advisors. Are they too disorganized to put together the necessary documents for creating a plan? For instance, do they need help defining their big-picture goals? Or do they know what they need to do but want help executing their plan?

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10 Proven Text Message Templates for Financial Advisors That Drive Results

FMG

Texting for financial advisors has shifted from being a novelty to a necessary part of client communication. It communicates readiness, clarity, and accessibility. Document Request Follow-up “Hi [Client Name], just checking in on those documents we discussed. Your portfolio is performing as expected.

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. One system talks to another—if an API exists, if someone maintains it, if both systems support bidirectional communication. No problem.

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5 steps for rewriting your investment commentary

Investment Writing

Heres why these six stocks are the portfolios biggest winners or losers for the quarter. I sometimes use mapping when editing complex client documents. Titles should communicate your main topic. After youve lived with a document for a while, it becomes hard to spot errors that would smack you in the face on a first reading.