Morningstar, iCapital announce strategic relationship

Morningstar and iCapital announced a strategic relationship to provide Advisor Workstation users with access to alternative investments and analytics for the first time. The integration equips Advisor Workstation’s more than 170,000 users with alternative investment research and tools to evaluate private assets side by side with traditional investments. Coupled with investment proposal and report capabilities in Advisor Workstation, the solution empowers advisors to offer holistic recommendations and build diversified portfolios that include alternative assets for clients.