Morningstar adds auto-import function from Cofunds

The development removes the need to input data manually, that Morningstar product manager Anastasia Georgiou would save significant amounts of time for advisers. "This is a significant step forward for advisers in improving their workflow efficiencies," she said. "Through one simple login, advisers can now access the portfolio details of all their clients whose portfolios are managed through Cofunds, without moving away from the in-depth data, research, and software support available in Morningstar Adviser Workstation. "The integration with Cofunds represents the latest step in our...