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What is i-lign?

Our software offers a user-friendly, interconnected, and transparent solution for effectively managing your business operations. With real-time insights into all your ongoing activities—ranging from projects and programs to routine tasks—you can achieve a holistic perspective. This platform provides a simplified, integrated structure that aligns your strategies, key performance indicators, and various initiatives to improve the execution of your strategic objectives. You have the flexibility to tailor the configuration of programs, sub-programs, and portfolios to suit the unique structure of your organization, while also efficiently aggregating essential information. This system empowers you to manage and supervise projects, regardless of their type, size, or complexity. It is crucial to recognize that each project necessitates a customized approach instead of a one-size-fits-all methodology. By utilizing engaging Storyboards, you can vividly illustrate your organization’s narrative across all facets of strategy and operations. Furthermore, this unified framework seamlessly integrates the various elements that contribute to managing your comprehensive Organizational Investment Portfolio, ensuring that every aspect of your business is harmoniously aligned and primed for success. Ultimately, this holistic approach not only enhances operational efficiency but also fosters a culture of continuous improvement throughout the organization.

What is Morningstar Advisor Workstation?

Streamline your client accounts by implementing customized integrations that provide detailed reports, emphasizing the value you deliver to your clients. To illustrate the potential effects of your recommendations on a prospect's financial advancement, offer hypothetical sales scenarios that factor in aspects such as investments, withdrawals, reinvestment of dividends, taxes, and more. Ensure that your clients' goals are aligned with comprehensive strategies across the firm aimed at fulfilling their financial aspirations by employing investment models, lists, and proven methodologies. Furthermore, leverage Monte Carlo simulations to showcase the possible success of various tactics. With the help of Morningstar Goal Bridge, you can facilitate goal-oriented conversations with clients, effectively connecting their ambitions to a straightforward and impactful investment plan within a user-friendly and efficient workflow. This strategy not only boosts client engagement but also solidifies their trust in your expertise while paving the way for long-lasting relationships. By integrating these elements, you create a more personalized service that can adapt to the evolving needs of your clients.

Media

Media

Integrations Supported

MoneyGuidePro
ProTracker Advantage
Redtail CRM
RightCapital
Salesforce
TD Ameritrade
eMoney

Integrations Supported

MoneyGuidePro
ProTracker Advantage
Redtail CRM
RightCapital
Salesforce
TD Ameritrade
eMoney

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

i-lign

Company Website

www.ilign.com

Company Facts

Organization Name

Morningstar

Company Location

United States

Company Website

www.morningstar.com/products/advisor-workstation

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

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