Morningstar

Morningstar AdviserLogic is an award-winning financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations. It brings together modern advice technology along with a set of practice management tools on one technology platform. AdviserLogic streamlines your day-to-day work and integrates with third-party applications to give you control over how you spend your time and focus on delivering best-in-class advice on your clients.

AdviserLogic has partnered with Class in order to give advisers easy access to client portfolio data and save time and effort.