Morningstar integrates FinaMetrica into Adviser Workstation

The development allows advisers to move straight from a FinaMetrica risk tolerance questionnaire through to a recommended asset allocation model within the planning tool. Anastasia Georgiou, product manager for Morningstar Adviser Workstation, said: "We recognise financial advisers use a variety of technology solutions for different elements of their business and those tools must be flexible and in harmony with each other. "We are pleased to make this new mapping service available to our clients and continue our focus on creating additional product integrations that support advisers i...