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Portfolio > Mutual Funds

Morningstar, Redtail Partner on Enhanced User Interface

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Morningstar announced on Monday that it was partnering with Redtail Technology to integrate Morningstar’s proprietary research with Redtail’s platform.

Redtail users will be able to access Morningstar’s research and analysis seamlessly through a new Redtail interface that will be available in the fourth quarter, according to a statement by Morningstar. Current Redtail subscribers who upgrade to the new version will be able to view the Morningstar Report on mutual funds, stocks, closed-end funds and ETFs, along with market-monitoring tools like the Morningstar Market Barometer, Sector Delta graphics, fair value estimate charts and news from Morningstar.

Redtail subscribers who also have a license for Morningstar Advisor Workstation or Office will have access to additional reports through the new platform, including client portfolio reports and Investment Detail reports.

“Throughout the development process, we’ve looked carefully at feature requests and suggestions from our users that have gathered the most support,” Brian McLaughlin, CEO of Redtail Technology, said in the statement. “We’re implementing hundreds of those ideas in this release, while also improving overall performance, design and ease of use.”

“The primary goal of all of our integration efforts is to make those tasks that advisors have to perform on a day-to-day basis easier and more streamlined,” McLaughlin added.

Redtail users may continue to use the old platform; however, new training materials will be based on the new platform. The firm will offer weekly webinars about the new features for interested users. Redtail also announced it has expanded its support staff to help with training through the transition.

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