Morningstar and Ibbotson

We utilize Morningstar Office for tools that help us research, analyze and present investment ideas.  It features robust portfolio management and performance reporting, advanced research capabilities, as well as sophisticated investment planning.

The system currently is providing data on approximately 473,000 investment offerings, including stocks, mutual funds and similar vehicles, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities and precious metals in addition to foreign exchange and treasury markets.