News & Insights

Platform Enhancements: Cloud upgrade, automated transfer tracking and much more

02/02/2024 - Product enhancements

Momentum is building on enhancing the Morningstar Wealth Platform, this month will see a number of key enhancements deployed to customers: Completing our move to the latest Microsoft cloud services, providing a robust, scalable and secure foundation for future developments. Our new online and fully automated transfer tracker service, providing real time insights on where..

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