Make the switch on your terms. Transition Advantage pairs waived fees and pricing protections with an 8‑week implementation and dedicated service team. You avoid double‑pay and disruption.
This offering minimizes financial and operational friction during platform changes. Firms gain predictable onboarding, personalized support, and a smoother path to modernization without unnecessary cost overlap.
Modernization Highlights:
No double‑pay during implementation, plus waived implementation and conversion fees
Exclusive pricing protections for Office users, including optional feed conversions
Firmwide access to Morningstar Direct Advisory Suite included during the transition
Tailored training and resources with parallel runs until go‑live
Meet your service team before launch for a seamless handoff to ongoing support
