The Wealthcraft investor portal is a published view of the client record rather than a second system. It is included with Wealthcraft, shows property and liabilities alongside managed investments, and what each client sees is decided by the firm account by account.
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Wealthcraft’s distinction is architectural before it is functional. Morningstar deploys it into the firm’s own Microsoft Dynamics environment rather than hosting it, which puts advice workflow and document storage under controls the firm already owns, and makes adoption a configuration project rather than a subscription.
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FinaMetrica measures how much financial risk a client is willing to take, and nothing else. No asset allocation attaches to the score itself. Version 4.0 arrives on 1 October, replacing growth asset percentages with Portfolio Risk Score comfort ranges.
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Wealthcraft Research is Morningstar’s fund research module, built new rather than lifted from the desktop application it stands in place of. The workflow is conventional. The data behind it is not, and research bought on its own does not carry client management.
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Marloo is an AI assistant that captures the meetings, emails and files behind an advice relationship and turns them into a structured client record, advice documents and follow-up tasks. It sits in the front office between the meeting and the finished document. This overview covers what it does, how it fits an advice firm’s technology stack, what it costs, and where its scope ends.
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