Story
SS&C
MorningstarMorningstar Uses SS&C Intralinks for Financial Planning
Morningstar, a financials organization in the United States, uses SS&C Intralinks from SS&C to support planning and forecasting for FP&A.
SS&C is how Morningstar keeps financial planning visible to people who have to act on it.
“Financials work at Morningstar spans more than one site, even when headquarters sits in the United States.”
“FP&A asked for a shared way to run planning and forecasting without freezing local judgment.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Capability | Named workflow replaces ad hoc routing for financial planning |
| Capability | Planning and forecasting stays visible to adjacent teams through SS&C Intralinks |
| Capability | FP&A work from the same SS&C Intralinks record for financial planning |
Story
Financials work at Morningstar spans more than one site, even when headquarters sits in the United States. Financial planning was splitting across regional habits. FP&A asked for a shared way to run planning and forecasting without freezing local judgment.
SS&C (SS&C Intralinks) is what they standardized on. SS&C Technologies delivers software and services for investment management, healthcare administration, and intelligent automation. Morningstar uses it as the system of record for financial planning, with FP&A as the primary operators and other groups coming in through the same queue.
Leaders get a picture they can actually walk. Teams get fewer mystery statuses. The story is about operating change, not an unpublished percentage.
