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Martha Conlon Mossmartha.moss@morningstar.com
MorningstarAdvisor.com Marketplace Offers Two New Partners to Help Advisors

CHICAGO, Apr 16, 2001 – Morningstar, Inc., a leading provider of investment information and analytical tools, has added two partners--BridgePortfolio and InvestorTree--to the Marketplace section of MorningstarAdvisor.comSM, Morningstar's Web site for financial advisors. Both partners use Internet technology to help advisors market their services to new clients.

The MorningstarAdvisor.com Marketplace includes a number of best-of-breed Web-based service providers that have been selected by Morningstar to complement its own Advisor products and services. It is designed to meet the needs of financial advisors, saving them time by offering instant access to key providers in one convenient place. 

"Our Marketplace section has become very popular since it debuted on our site in February," said Dave Schabes, business development manager for MorningstarAdvisor.com. "BridgePortfolio and InvestorTree, two of our latest additions, are leaders in their respective industries, and we are pleased to make their services available to advisors."

  • BridgePortfolio is a fee-based, online-registered investment advisor that leverages the power of the Internet to help investment advisors grow their practices with clients at lower asset levels. Advisors can gain access to private money managers for clients who have as little as $10,000 in investable assets, allowing them access to services that were previously only available to high net-worth clients. Investment advisors can "try out" a manager by putting a smaller amount of assets into an account and can gain access to many money managers without satisfying each manager's minimums by having one relationship with BridgePortfolio. BridgePortfolio also has a "private label" offering for larger investment-advisory firms. 
  • InvestorTree helps advisors obtain client leads more efficiently than other traditional referral methods. InvestorTree's patent-pending Intelligent MatchSM system consists of tutorials, visual representations, and a questionnaire designed to elicit a comprehensive financial profile of the individual investor. Each investor's responses are then filtered through a series of algorithms constructed to achieve optimal matches with investment professionals. Advisors will only receive contact from investors whose requirements match selected criteria provided during registration. 

About Morningstar
Chicago-based Morningstar, Inc. is a leading, independent provider of investment information and analytical tools. Morningstar supplies a variety of products and services to professional investment advisors, including Morningstar® Principia® Pro investment management software, Morningstar Mutual FundsTMthe annual Morningstar Investment Conference, and the Morningstar Professional Education Series

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