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Morningstar Office connects to Milemarker to sync portfolio management, performance reporting, and holdings data for independent advisors. The integration enables Milemarker to aggregate Morningstar Office data alongside other custodial and managed account sources.
Overview.
Morningstar Office connects to Milemarker to sync portfolio management, performance reporting, and holdings data for independent advisors. The integration enables Milemarker to aggregate Morningstar Office data alongside other custodial and managed account sources.
How it works.
Real-time data sync via a secure API connection. Data synced includes: Accounts, Positions, Holdings, Performance, Transactions.
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