https://www.pricemetrix.com/clients-partners/partners/morningstar/

PriceMetrix

Morningstar

Morningstar’s relationship with PriceMetrix brings increased pricing transparency to broker/dealers and their affiliated advisors. PriceMetrix CommissionCheck and FeeCheck are available directly from within Advisor Workstation, Morningstar’s web-based investment planning platform for financial professionals. This partnership provides seamless access to market-based financial data so advisors can feel confident in each pricing decision and ensure they receive appropriate compensation for the value they bring to clients.

CommissionCheck and FeeCheck both give advisors a market-based reference upon which to make more informed pricing decisions. CommissionCheck allows advisors to have control over their transaction pricing and gives them the confidence that their pricing is fair, reflects the value of their service and brand and is applied consistently across their business. FeeCheck allows advisors to price their fee-based accounts in an informed manner, especially at the start of the relationship.

“Financial professionals turn to Morningstar Advisor Workstation for transparent, independent research and portfolio analytics. Our relationship with PriceMetrix allows us to extend that transparency to fee and commission pricing, providing Advisor Workstation users with a single platform to make well-informed decisions that positively impact their practice.”
– Nicholas VanDerSchie, VP Advisor Solutions