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Morningstar’s iPad App Aimed at ETF, Mutual Fund Investors

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Morningstar announced Monday that it has launched two free iPad apps for mutual fund and ETF investors. The apps provide individual investors with access to Morningstar’s ratings and research, and notifies users of holdings-related news.

“We live in a mobile-centric world, and we’re pleased to offer an iPad-optimized experience to subscribers of our investing newsletters, helping them tap into timely data and editor insights wherever they are, in an interactive environment,” James McClamroch, head of individual investor solutions for Morningstar, said in a statement.

The mutual fund app, FundInvestor, is edited by Russell Kinnel, and ETFInvestor is edited by Samuel Lee.

The new apps follow two similar apps launched earlier this year that focus on stock and dividend investing. McClamroch said downloads of the StockInvestor app were so successful, he believes the new apps will be as well.

“Nearly all of our StockInvestor subscribers who own an iPad have downloaded that app, and based on demand from subscribers of our fund newsletters, we expect them to be similarly engaged,” he said.

Morningstar also announced Monday that it has completed its data integration with the new version of eMoney Advisor’s platform, emX. Users of emX who subscribe to Morningstar’s Office or Advisors Workstation will be able to seamlessly access security and portfolio-level reports from Morningstar.

The emX wealth management platform was released on Dec. 12, and offers mobile access to advisor users, business analytics, goal-based financial planning tools.

“Over the past 14 years, we’ve listened to the ideas and feedback from our clients who live and breathe financial advice, and turned it into the ultimate advisor platform,” Edmond Walters, founder and CEO of eMoney Advisor, said in a statement announcing the launch of the new platform. “But it’s the experience of emX that sets it apart from the original 360 and 360 Pro solutions you’ve seen from us before. emX solidifies the advisor/client relationship like no other tool available today.”

In addition to the partnership with Morningstar, emX also offers data integrations with Orion, Redtail, HiddenLevers, Albridge Wealth Advisors, Envestnet, Brinker and SEI. Planned integrations for the first quarter of 2015 include Salesforce, Fidelity, Black Diamond and Advisory World.

“Our integration with eMoney advances Morningstar’s goal of supporting advisors with capabilities that help make their practices more efficient,” Tricia Rothschild, Morningstar’s head of advisor solutions, said in a statement.

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