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.
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 The story is about operating change, not an unpublished percentage.
