| Advisor’s Assistant CRM |
| Advisor Products |
| AssetBook (PMS) |
| CashEdge |
| Collegiate Funding Solutions |
| Cornerstone Power Advisor (PMS) |
| Eassist (CRM) |
| E-Z Data |
| Forefield Inc. |
| FinaMetrica |
| Grendel |
| IAS – Interactive Advisory Software |
| Investigo |
| Morningstar Advisor Workstation |
| Morningstar Advisor Workstation Office |
| Morningstar Principia |
| Pershing’s NetX360 |
| Precise FP |
| Upswing CRM |
