The Power of Integrating Invessed with Morningstar for Investors

The integration of Invessed with Morningstar brings together two powerful platforms to provide investors with a seamless and comprehensive investment experience. By combining Invessed's robust features with Morningstar's extensive financial data and analysis, users gain access to a wide range of tools and information to support their investment decisions. This integration allows investors to leverage Morningstar's research, ratings, and portfolio management tools directly within the Invessed platform, streamlining the investment process and empowering users to make well-informed investment choices.

What is Invessed?

Invessed is a complete client engagement platform for Financial Advisors and Wealth Managers, including Client Experience, Advisor Productivity, Financial Integrations and Crypto Custody suites.

What is Morningstar?

Morningstar is a leading provider of independent investment research and data. They offer a wide range of financial information, including fund and stock analysis, ratings, performance metrics, risk analysis, and portfolio management tools. Morningstar's comprehensive database and expertise enable investors to make more informed decisions and manage their investments effectively.

Why integrate Invessed with Morningstar?

  Invessed Morningstar
Experience Multi-channel experience Seamless integration
Cost Fair and transparent prices Flexible, to requirements
Hosting Fully-managed SaaS Fully-managed SaaS
Support Invessed SLA Morningstar SLA
USP Wealth Engagement Platform Investment research and management services

Tried-and-trusted technology stack

.NET Core

.NET, developed by Microsoft, is an open-source cross-platform framework for building apps and integrations for web, mobile, and other platforms.

Azure Cloud

Microsoft's Azure Cloud platform offers unmatched power, scalability, and security, providing cost-effective hosting and access to AI capabilities.


DevOps combines software development and IT operations to shorten the systems development life cycle and ensure continuous delivery.

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