{"id":325092,"date":"2021-12-16T11:25:34","date_gmt":"2021-12-16T11:25:34","guid":{"rendered":"https:\/\/experlogix.kinsta.cloud\/case_studies\/morningstar-formerly-praemium\/"},"modified":"2026-08-31T17:53:45","modified_gmt":"2026-08-31T17:53:45","slug":"morningstar-formerly-praemium","status":"publish","type":"case_studies","link":"https:\/\/experlogix.com\/de\/case-studies\/morningstar-formerly-praemium\/","title":{"rendered":"Morningstar (formerly Praemium)"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;section&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_row admin_label=&#8221;row&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_code _builder_version=&#8221;4.27.8&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<div class=\"xpl-morningstar-case\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<style><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case,<!-- [et_pb_line_break_holder] -->.xpl-morningstar-case *{<!-- [et_pb_line_break_holder] -->  box-sizing:border-box;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case{<!-- [et_pb_line_break_holder] -->  --xpl-blue:#0C214C;<!-- [et_pb_line_break_holder] -->  --xpl-green:#077260;<!-- [et_pb_line_break_holder] -->  --xpl-green-dark:#05594B;<!-- [et_pb_line_break_holder] -->  --xpl-green-pale:#F5FAF8;<!-- [et_pb_line_break_holder] -->  --xpl-green-soft:#EAF5F2;<!-- [et_pb_line_break_holder] -->  --xpl-blue-soft:#F3F8FD;<!-- [et_pb_line_break_holder] -->  --xpl-line:#DCE6E8;<!-- [et_pb_line_break_holder] -->  --xpl-white:#FFFFFF;<!-- [et_pb_line_break_holder] -->  width:100%;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case p,<!-- [et_pb_line_break_holder] -->.xpl-morningstar-case li{<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1rem;<!-- [et_pb_line_break_holder] -->  line-height:1.65;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case p{<!-- [et_pb_line_break_holder] -->  margin:0 0 1rem;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case h2{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  margin:0 0 1rem;<!-- [et_pb_line_break_holder] -->  padding-left:1.05rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:clamp(1.55rem,2.3vw,2rem);<!-- [et_pb_line_break_holder] -->  line-height:1.2;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case h2:before{<!-- [et_pb_line_break_holder] -->  content:\"\";<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  left:0;<!-- [et_pb_line_break_holder] -->  top:.12em;<!-- [et_pb_line_break_holder] -->  bottom:.12em;<!-- [et_pb_line_break_holder] -->  width:4px;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:999px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   PRODUCT-COLOR TEXT LINKS + \u2197<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a:not(.xpl-morningstar-case__button),<!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a:not(.xpl-morningstar-case__button):visited,<!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a:not(.xpl-morningstar-case__button):active{<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green)!important;<!-- [et_pb_line_break_holder] -->  -webkit-text-fill-color:var(--xpl-green)!important;<!-- [et_pb_line_break_holder] -->  text-decoration:underline!important;<!-- [et_pb_line_break_holder] -->  text-decoration-thickness:1px!important;<!-- [et_pb_line_break_holder] -->  text-underline-offset:3px!important;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a:not(.xpl-morningstar-case__button):hover,<!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a:not(.xpl-morningstar-case__button):focus{<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green-dark)!important;<!-- [et_pb_line_break_holder] -->  -webkit-text-fill-color:var(--xpl-green-dark)!important;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a:not(.xpl-morningstar-case__button)::after{<!-- [et_pb_line_break_holder] -->  content:\" \u2197\";<!-- [et_pb_line_break_holder] -->  display:inline;<!-- [et_pb_line_break_holder] -->  color:currentColor;<!-- [et_pb_line_break_holder] -->  font-size:.86em;<!-- [et_pb_line_break_holder] -->  line-height:1;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->  text-decoration:none!important;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__section{<!-- [et_pb_line_break_holder] -->  padding:2.25rem 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__section + .xpl-morningstar-case__section{<!-- [et_pb_line_break_holder] -->  border-top:1px solid var(--xpl-line);<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   INTRO<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__intro{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  overflow:hidden;<!-- [et_pb_line_break_holder] -->  margin:0 0 1.5rem;<!-- [et_pb_line_break_holder] -->  padding:1.65rem 1.75rem;<!-- [et_pb_line_break_holder] -->  background:linear-gradient(<!-- [et_pb_line_break_holder] -->    135deg,<!-- [et_pb_line_break_holder] -->    var(--xpl-green-pale) 0%,<!-- [et_pb_line_break_holder] -->    #fff 72%<!-- [et_pb_line_break_holder] -->  );<!-- [et_pb_line_break_holder] -->  border:1px solid #D3E8E2;<!-- [et_pb_line_break_holder] -->  border-left:5px solid var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:14px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__intro:after{<!-- [et_pb_line_break_holder] -->  content:\"\";<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  width:150px;<!-- [et_pb_line_break_holder] -->  height:150px;<!-- [et_pb_line_break_holder] -->  right:-75px;<!-- [et_pb_line_break_holder] -->  top:-80px;<!-- [et_pb_line_break_holder] -->  border:22px solid rgba(7,114,96,.055);<!-- [et_pb_line_break_holder] -->  border-radius:50%;<!-- [et_pb_line_break_holder] -->  pointer-events:none;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__headline{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  z-index:1;<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .75rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  font-size:clamp(1.2rem,2vw,1.45rem);<!-- [et_pb_line_break_holder] -->  line-height:1.35;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__intro p{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  z-index:1;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__intro p:last-child{<!-- [et_pb_line_break_holder] -->  margin-bottom:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   CASE FACTS<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__facts{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.8rem;<!-- [et_pb_line_break_holder] -->  margin:1rem 0 1.3rem;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__fact{<!-- [et_pb_line_break_holder] -->  min-width:0;<!-- [et_pb_line_break_holder] -->  padding:1rem 1.1rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue-soft);<!-- [et_pb_line_break_holder] -->  border-top:3px solid var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:8px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__fact-label{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .3rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green-dark);<!-- [et_pb_line_break_holder] -->  font-size:.8rem;<!-- [et_pb_line_break_holder] -->  line-height:1.3;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->  text-transform:uppercase;<!-- [et_pb_line_break_holder] -->  letter-spacing:.035em;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__fact-value{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:.95rem;<!-- [et_pb_line_break_holder] -->  line-height:1.45;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   PRIMARY RESULT<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__primary-result{<!-- [et_pb_line_break_holder] -->  margin:1.35rem 0;<!-- [et_pb_line_break_holder] -->  padding:1.4rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue-soft);<!-- [et_pb_line_break_holder] -->  border-radius:11px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__result-metric{<!-- [et_pb_line_break_holder] -->  padding-bottom:1.1rem;<!-- [et_pb_line_break_holder] -->  margin-bottom:1.1rem;<!-- [et_pb_line_break_holder] -->  border-bottom:1px solid #D3E0EA;<!-- [et_pb_line_break_holder] -->  text-align:center;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__result-value{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .3rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  font-size:clamp(2rem,5vw,3rem);<!-- [et_pb_line_break_holder] -->  line-height:1;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__result-label{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:.95rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__result-copy{<!-- [et_pb_line_break_holder] -->  max-width:760px;<!-- [et_pb_line_break_holder] -->  margin:0 auto;<!-- [et_pb_line_break_holder] -->  text-align:center;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__result-copy p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   BENEFITS<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__benefits{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(3,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.7rem;<!-- [et_pb_line_break_holder] -->  list-style:none!important;<!-- [et_pb_line_break_holder] -->  margin:1.3rem 0 0!important;<!-- [et_pb_line_break_holder] -->  padding:0!important;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__benefits li{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  list-style:none!important;<!-- [et_pb_line_break_holder] -->  margin:0!important;<!-- [et_pb_line_break_holder] -->  padding:1rem 1rem 1rem 2rem!important;<!-- [et_pb_line_break_holder] -->  background:#fff;<!-- [et_pb_line_break_holder] -->  border:1px solid var(--xpl-line);<!-- [et_pb_line_break_holder] -->  border-radius:8px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__benefits li::marker{<!-- [et_pb_line_break_holder] -->  content:\"\"!important;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__benefits li:before{<!-- [et_pb_line_break_holder] -->  content:\"\";<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  left:.9rem;<!-- [et_pb_line_break_holder] -->  top:1.56rem;<!-- [et_pb_line_break_holder] -->  width:7px;<!-- [et_pb_line_break_holder] -->  height:7px;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:50%;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   CHALLENGE<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__challenge-grid{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.8rem;<!-- [et_pb_line_break_holder] -->  margin:1.3rem 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__challenge-card{<!-- [et_pb_line_break_holder] -->  padding:1.1rem 1.15rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green-pale);<!-- [et_pb_line_break_holder] -->  border:1px solid #D5E8E2;<!-- [et_pb_line_break_holder] -->  border-radius:9px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__challenge-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .4rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green-dark);<!-- [et_pb_line_break_holder] -->  font-size:1rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__challenge-card p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   REQUIREMENTS<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__requirements{<!-- [et_pb_line_break_holder] -->  margin:1.35rem 0;<!-- [et_pb_line_break_holder] -->  padding:1.3rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue-soft);<!-- [et_pb_line_break_holder] -->  border-radius:11px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__requirements-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .85rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1.05rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__requirements-grid{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.65rem;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__requirement{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  padding:.9rem 1rem .9rem 2rem;<!-- [et_pb_line_break_holder] -->  background:#fff;<!-- [et_pb_line_break_holder] -->  border-radius:8px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__requirement:before{<!-- [et_pb_line_break_holder] -->  content:\"\";<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  left:.9rem;<!-- [et_pb_line_break_holder] -->  top:1.48rem;<!-- [et_pb_line_break_holder] -->  width:7px;<!-- [et_pb_line_break_holder] -->  height:7px;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:50%;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   SOLUTION<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__solution-grid{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.8rem;<!-- [et_pb_line_break_holder] -->  margin:1.3rem 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__solution-card{<!-- [et_pb_line_break_holder] -->  padding:1.1rem 1.15rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue-soft);<!-- [et_pb_line_break_holder] -->  border-top:3px solid var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:9px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__solution-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .4rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__solution-card p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   REPORTING FLOW<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__flow{<!-- [et_pb_line_break_holder] -->  margin:1.35rem 0;<!-- [et_pb_line_break_holder] -->  padding:1.3rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue-soft);<!-- [et_pb_line_break_holder] -->  border-radius:11px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__flow-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .9rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1.05rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->  text-align:center;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__flow-items{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:minmax(0,1fr) auto minmax(0,1fr) auto minmax(0,1fr);<!-- [et_pb_line_break_holder] -->  gap:.6rem;<!-- [et_pb_line_break_holder] -->  align-items:center;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__flow-item{<!-- [et_pb_line_break_holder] -->  min-width:0;<!-- [et_pb_line_break_holder] -->  padding:1rem .8rem;<!-- [et_pb_line_break_holder] -->  background:#fff;<!-- [et_pb_line_break_holder] -->  border-radius:8px;<!-- [et_pb_line_break_holder] -->  text-align:center;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__flow-item strong{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .25rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:.95rem;<!-- [et_pb_line_break_holder] -->  line-height:1.35;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__flow-item span{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:.84rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__flow-arrow{<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  font-size:1.5rem;<!-- [et_pb_line_break_holder] -->  line-height:1;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   SCALE \/ WHITE LABEL<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__scale{<!-- [et_pb_line_break_holder] -->  margin:1.35rem 0;<!-- [et_pb_line_break_holder] -->  padding:1.3rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green-pale);<!-- [et_pb_line_break_holder] -->  border:1px solid #D5E8E2;<!-- [et_pb_line_break_holder] -->  border-radius:11px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__scale-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .55rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green-dark);<!-- [et_pb_line_break_holder] -->  font-size:1.05rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__scale p:last-child{<!-- [et_pb_line_break_holder] -->  margin-bottom:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   QUOTE<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__quote{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  margin:1.35rem 0;<!-- [et_pb_line_break_holder] -->  padding:1.35rem 1.45rem 1.25rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green-pale);<!-- [et_pb_line_break_holder] -->  border-left:4px solid var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:0 10px 10px 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__quote:before{<!-- [et_pb_line_break_holder] -->  content:\"\u201c\";<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  right:1.1rem;<!-- [et_pb_line_break_holder] -->  top:.2rem;<!-- [et_pb_line_break_holder] -->  color:rgba(7,114,96,.12);<!-- [et_pb_line_break_holder] -->  font-size:5rem;<!-- [et_pb_line_break_holder] -->  line-height:1;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__quote p{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  z-index:1;<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->  font-size:1.02rem;<!-- [et_pb_line_break_holder] -->  line-height:1.65;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__quote-footer{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  z-index:1;<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin-top:.8rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:.88rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__quote-footer strong{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   RESULT CARDS<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__results{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.8rem;<!-- [et_pb_line_break_holder] -->  margin:1.3rem 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__result-card{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  padding:1.1rem 1.15rem 1.1rem 1.35rem;<!-- [et_pb_line_break_holder] -->  background:#fff;<!-- [et_pb_line_break_holder] -->  border:1px solid var(--xpl-line);<!-- [et_pb_line_break_holder] -->  border-radius:9px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__result-card:before{<!-- [et_pb_line_break_holder] -->  content:\"\";<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  left:0;<!-- [et_pb_line_break_holder] -->  top:0;<!-- [et_pb_line_break_holder] -->  bottom:0;<!-- [et_pb_line_break_holder] -->  width:4px;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:9px 0 0 9px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__result-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .35rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__result-card p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   INTEGRATIONS<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__integrations{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(3,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.7rem;<!-- [et_pb_line_break_holder] -->  margin:1.3rem 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__integration{<!-- [et_pb_line_break_holder] -->  padding:1rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue-soft);<!-- [et_pb_line_break_holder] -->  border-top:3px solid var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:8px;<!-- [et_pb_line_break_holder] -->  text-align:center;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__integration strong{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .3rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:.95rem;<!-- [et_pb_line_break_holder] -->  line-height:1.35;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__integration span{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:.86rem;<!-- [et_pb_line_break_holder] -->  line-height:1.45;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   FINAL QUOTE<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__final-quote{<!-- [et_pb_line_break_holder] -->  margin-top:1.4rem;<!-- [et_pb_line_break_holder] -->  padding:1.45rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  border-radius:12px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__final-quote p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->  color:#fff;<!-- [et_pb_line_break_holder] -->  font-size:1.08rem;<!-- [et_pb_line_break_holder] -->  line-height:1.6;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__final-quote cite{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin-top:.75rem;<!-- [et_pb_line_break_holder] -->  color:#fff;<!-- [et_pb_line_break_holder] -->  font-size:.88rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-style:normal;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__final-quote cite strong{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  color:#fff;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   DOWNLOAD \/ CTA<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__download{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  overflow:hidden;<!-- [et_pb_line_break_holder] -->  margin-top:2.25rem;<!-- [et_pb_line_break_holder] -->  padding:1.5rem;<!-- [et_pb_line_break_holder] -->  background:linear-gradient(<!-- [et_pb_line_break_holder] -->    135deg,<!-- [et_pb_line_break_holder] -->    var(--xpl-green-pale),<!-- [et_pb_line_break_holder] -->    #fff<!-- [et_pb_line_break_holder] -->  );<!-- [et_pb_line_break_holder] -->  border:1px solid #D5E8E2;<!-- [et_pb_line_break_holder] -->  border-radius:14px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__download:before{<!-- [et_pb_line_break_holder] -->  content:\"\";<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  left:0;<!-- [et_pb_line_break_holder] -->  top:0;<!-- [et_pb_line_break_holder] -->  width:100%;<!-- [et_pb_line_break_holder] -->  height:4px;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green);<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__download-copy{<!-- [et_pb_line_break_holder] -->  width:100%;<!-- [et_pb_line_break_holder] -->  max-width:720px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__download-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .4rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1.2rem;<!-- [et_pb_line_break_holder] -->  line-height:1.35;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__download-copy p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->  max-width:680px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case__download-actions{<!-- [et_pb_line_break_holder] -->  display:flex;<!-- [et_pb_line_break_holder] -->  flex-wrap:wrap;<!-- [et_pb_line_break_holder] -->  gap:.7rem;<!-- [et_pb_line_break_holder] -->  margin-top:1.1rem;<!-- [et_pb_line_break_holder] -->  align-items:center;<!-- [et_pb_line_break_holder] -->  justify-content:flex-start;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   BUTTONS<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a.xpl-morningstar-case__button,<!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a.xpl-morningstar-case__button:visited,<!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a.xpl-morningstar-case__button:hover,<!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a.xpl-morningstar-case__button:focus,<!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a.xpl-morningstar-case__button:active{<!-- [et_pb_line_break_holder] -->  display:inline-flex;<!-- [et_pb_line_break_holder] -->  align-items:center;<!-- [et_pb_line_break_holder] -->  justify-content:center;<!-- [et_pb_line_break_holder] -->  width:auto;<!-- [et_pb_line_break_holder] -->  max-width:100%;<!-- [et_pb_line_break_holder] -->  min-height:46px;<!-- [et_pb_line_break_holder] -->  padding:.78rem 1.1rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border:2px solid var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:8px;<!-- [et_pb_line_break_holder] -->  color:#fff!important;<!-- [et_pb_line_break_holder] -->  -webkit-text-fill-color:#fff!important;<!-- [et_pb_line_break_holder] -->  text-decoration:none!important;<!-- [et_pb_line_break_holder] -->  text-align:center;<!-- [et_pb_line_break_holder] -->  font-size:.95rem;<!-- [et_pb_line_break_holder] -->  line-height:1.25;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->  white-space:normal;<!-- [et_pb_line_break_holder] -->  transition:<!-- [et_pb_line_break_holder] -->    background-color .2s ease,<!-- [et_pb_line_break_holder] -->    border-color .2s ease,<!-- [et_pb_line_break_holder] -->    transform .2s ease;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a.xpl-morningstar-case__button:hover,<!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a.xpl-morningstar-case__button:focus{<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green-dark);<!-- [et_pb_line_break_holder] -->  border-color:var(--xpl-green-dark);<!-- [et_pb_line_break_holder] -->  transform:translateY(-1px);<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a.xpl-morningstar-case__button--secondary,<!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a.xpl-morningstar-case__button--secondary:visited{<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  border-color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  color:#fff!important;<!-- [et_pb_line_break_holder] -->  -webkit-text-fill-color:#fff!important;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a.xpl-morningstar-case__button--secondary:hover,<!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a.xpl-morningstar-case__button--secondary:focus{<!-- [et_pb_line_break_holder] -->  background:#08182F;<!-- [et_pb_line_break_holder] -->  border-color:#08182F;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-morningstar-case a.xpl-morningstar-case__button:focus-visible{<!-- [et_pb_line_break_holder] -->  outline:3px solid rgba(7,114,96,.3);<!-- [et_pb_line_break_holder] -->  outline-offset:3px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* =========================================================<!-- [et_pb_line_break_holder] -->   RESPONSIVE<!-- [et_pb_line_break_holder] -->========================================================= *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->@media (max-width:900px){<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__flow-items{<!-- [et_pb_line_break_holder] -->    grid-template-columns:1fr;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__flow-arrow{<!-- [et_pb_line_break_holder] -->    transform:rotate(90deg);<!-- [et_pb_line_break_holder] -->    text-align:center;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->@media (max-width:800px){<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__benefits,<!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__challenge-grid,<!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__requirements-grid,<!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__solution-grid,<!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__results,<!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__integrations{<!-- [et_pb_line_break_holder] -->    grid-template-columns:1fr;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->@media (max-width:650px){<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__facts{<!-- [et_pb_line_break_holder] -->    grid-template-columns:1fr;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->@media (max-width:560px){<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__download{<!-- [et_pb_line_break_holder] -->    padding:1.25rem;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__download-actions{<!-- [et_pb_line_break_holder] -->    display:grid;<!-- [et_pb_line_break_holder] -->    grid-template-columns:1fr;<!-- [et_pb_line_break_holder] -->    width:100%;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__download-actions a.xpl-morningstar-case__button{<!-- [et_pb_line_break_holder] -->    width:100%;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->@media (max-width:520px){<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__section{<!-- [et_pb_line_break_holder] -->    padding:1.8rem 0;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case__intro{<!-- [et_pb_line_break_holder] -->    padding:1.25rem;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->@media (prefers-reduced-motion:reduce){<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-morningstar-case a.xpl-morningstar-case__button{<!-- [et_pb_line_break_holder] -->    transition:none;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><\/style>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- =====================================================<!-- [et_pb_line_break_holder] -->     H1 IS RENDERED BY THE CASE STUDY HERO<!-- [et_pb_line_break_holder] -->     H1: Morningstar<!-- [et_pb_line_break_holder] -->===================================================== &#8211;><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"xpl-morningstar-case__intro\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <strong class=\"xpl-morningstar-case__headline\"><!-- [et_pb_line_break_holder] -->    Morningstar Streamlines Document Processes While Maintaining High Security<!-- [et_pb_line_break_holder] -->  <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee>Wealthcraft, a Morningstar platform allows financial professionals to maintain data, make trades, and track investments for their clients. They strive to provide a single source of truth \u2014 an information source that all parties trust as the basis for investing decisions. Their software does that very well, but Morningstar recognized that reporting on the data was an essential service that they must provide.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"xpl-morningstar-case__facts\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__fact\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-morningstar-case__fact-label\"><!-- [et_pb_line_break_holder] -->      Client<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-morningstar-case__fact-value\"><!-- [et_pb_line_break_holder] -->      Morningstar<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__fact\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-morningstar-case__fact-label\"><!-- [et_pb_line_break_holder] -->      Experlogix Product<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-morningstar-case__fact-value\"><!-- [et_pb_line_break_holder] -->      <a href=\"https:\/\/experlogix.com\/products\/document-automation\/\"><!-- [et_pb_line_break_holder] -->        Experlogix Document Automation<!-- [et_pb_line_break_holder] -->      <\/a><!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__fact\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-morningstar-case__fact-label\"><!-- [et_pb_line_break_holder] -->      Products &#038; Services<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-morningstar-case__fact-value\"><!-- [et_pb_line_break_holder] -->      <a href=\"https:\/\/experlogix.com\/document-automation\/microsoft-dynamics-365\/\"><!-- [et_pb_line_break_holder] -->        Dynamics 365 Sales<!-- [et_pb_line_break_holder] -->      <\/a><!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__fact\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-morningstar-case__fact-label\"><!-- [et_pb_line_break_holder] -->      Industry<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-morningstar-case__fact-value\"><!-- [et_pb_line_break_holder] -->      Financial Services<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"xpl-morningstar-case__primary-result\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__result-metric\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-morningstar-case__result-value\"><!-- [et_pb_line_break_holder] -->      50%<!-- [et_pb_line_break_holder] -->    <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-morningstar-case__result-label\"><!-- [et_pb_line_break_holder] -->      Reduction in report-generation time<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__result-copy\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <pee>Implementing Experlogix Document Automation has cut the time to generate reports in half for Morningstar\u2019s clients.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<ul class=\"xpl-morningstar-case__benefits\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li><!-- [et_pb_line_break_holder] -->    Streamlined document processes<!-- [et_pb_line_break_holder] -->  <\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li><!-- [et_pb_line_break_holder] -->    Improved document consistency<!-- [et_pb_line_break_holder] -->  <\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li><!-- [et_pb_line_break_holder] -->    Improved customer experience<!-- [et_pb_line_break_holder] -->  <\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/ul>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<section class=\"xpl-morningstar-case__section\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<h2>Challenge<\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee>They looked for a reporting solution that allowed for personalized, branded communications. They needed software that used Morningstar, created data to deliver reports on behalf of their clients that also worked within an automated workflow.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee>Morningstar wanted to provide their clients with a comprehensive solution to address several critical issues. First, they needed to eliminate integration challenges and time-consuming training for financial advisors creating customer-facing documents. The reporting feature needed to be easy to deploy, with minimal training or help from IT.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee>Additionally, they required both standard and customizable templates that clients could white-label and generate in bulk. The level of customization needed was vital for maintaining brand integrity and meeting the unique needs of their diverse client base. Furthermore, the solution needed to be scalable and efficiently serve multiple clients without compromising quality or security.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__challenge-grid\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__challenge-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-morningstar-case__challenge-title\"><!-- [et_pb_line_break_holder] -->        Personalized Communications<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee>Reports needed to support branded, customer-facing communications built from Morningstar data.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__challenge-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-morningstar-case__challenge-title\"><!-- [et_pb_line_break_holder] -->        Easy Deployment<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee>The reporting solution needed to require minimal training or help from IT.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__challenge-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-morningstar-case__challenge-title\"><!-- [et_pb_line_break_holder] -->        White-Label Flexibility<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee>Clients needed standard and customizable templates they could adapt to their own branding.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__challenge-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-morningstar-case__challenge-title\"><!-- [et_pb_line_break_holder] -->        Scale and Security<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee>The solution needed to serve multiple clients efficiently without compromising quality or security.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__requirements\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-morningstar-case__requirements-title\"><!-- [et_pb_line_break_holder] -->      The reporting experience needed to support:<!-- [et_pb_line_break_holder] -->    <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__requirements-grid\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-morningstar-case__requirement\"><!-- [et_pb_line_break_holder] -->        Personalized reports<!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-morningstar-case__requirement\"><!-- [et_pb_line_break_holder] -->        Client-specific branding<!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-morningstar-case__requirement\"><!-- [et_pb_line_break_holder] -->        Automated workflows<!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-morningstar-case__requirement\"><!-- [et_pb_line_break_holder] -->        Bulk generation<!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-morningstar-case__requirement\"><!-- [et_pb_line_break_holder] -->        Standard and customizable templates<!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-morningstar-case__requirement\"><!-- [et_pb_line_break_holder] -->        High security<!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<section class=\"xpl-morningstar-case__section\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<h2>Solution<\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><a href=\"https:\/\/experlogix.com\/products\/document-automation\/\">Experlogix Document Automation<\/a> allows Morningstar to create their own document templates and quickly deploy them to their clients. Morningstar met their clients\u2019 key requirements by integrating their platform with Experlogix Document Automation. This allowed them to create reports that deliver the information investors wanted to see, while allowing the Morningstar clients to promote brand identity \u2014 and do it at scale.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__solution-grid\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__solution-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-morningstar-case__solution-title\"><!-- [et_pb_line_break_holder] -->        Personalized Templates<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee>Morningstar can create its own document templates and deploy them to clients.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__solution-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-morningstar-case__solution-title\"><!-- [et_pb_line_break_holder] -->        White-Label Reporting<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee>Clients can deliver investor information while promoting their own brand identity.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__solution-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-morningstar-case__solution-title\"><!-- [et_pb_line_break_holder] -->        Bulk Generation<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee>Documents can be generated in bulk rather than created one at a time.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__solution-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-morningstar-case__solution-title\"><!-- [et_pb_line_break_holder] -->        Scalable Personalization<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee>The same level of personalization can be maintained across reports for thousands of investors.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee>Creating personalized reports one at a time is easy. Providing the same level of personalization and attention to detail for thousands of investors requires a comprehensive, full-featured solution, which Experlogix provides.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee>Morningstar clients may not even be aware of Experlogix. To them, the reporting and support are part of the Morningstar platform.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__flow\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-morningstar-case__flow-title\"><!-- [et_pb_line_break_holder] -->      Automated reporting inside the Morningstar experience<!-- [et_pb_line_break_holder] -->    <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__flow-items\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-morningstar-case__flow-item\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong>Morningstar Data<\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <span><!-- [et_pb_line_break_holder] -->          Investment information provides the basis for customer-facing reports.<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-morningstar-case__flow-arrow\" aria-hidden=\"true\"><!-- [et_pb_line_break_holder] -->        \u2192<!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-morningstar-case__flow-item\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong>Document Automation<\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <span><!-- [et_pb_line_break_holder] -->          Templates, personalization and automation generate reports at scale.<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-morningstar-case__flow-arrow\" aria-hidden=\"true\"><!-- [et_pb_line_break_holder] -->        \u2192<!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-morningstar-case__flow-item\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <strong>Branded Investor Reports<\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->        <span><!-- [et_pb_line_break_holder] -->          Financial advisors deliver reports under their own brand.<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__scale\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-morningstar-case__scale-title\"><!-- [et_pb_line_break_holder] -->      Personalization at investor scale<!-- [et_pb_line_break_holder] -->    <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <pee>The platform enables Morningstar clients to maintain personalized reporting and attention to detail even when producing documents for thousands of investors.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<section class=\"xpl-morningstar-case__section\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<h2>Result<\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee>Implementing Experlogix Document Automation has cut the time to generate reports in half for their clients. Automated document generation and the ability to have standard templates across all projects have created an easy and simplified reporting process for their clients. Also, the ability to auto-generate documents in bulk rather than doing it one at a time has decreased the amount of time spent generating needed reports.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__primary-result\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__result-metric\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-morningstar-case__result-value\"><!-- [et_pb_line_break_holder] -->        50%<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <span class=\"xpl-morningstar-case__result-label\"><!-- [et_pb_line_break_holder] -->        Less time generating reports<!-- [et_pb_line_break_holder] -->      <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__result-copy\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee>Automated generation, standardized templates and bulk processing simplified reporting for Morningstar clients.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee>They depend heavily on Experlogix Document Automation for reporting, it is a bonus that clients have the reports they need and can create their own if needed. The direct integration with Microsoft Dynamics Sales decreases the time spent generating reports.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee>Additionally, the seamless integration made Experlogix feel like an inherent part of the solution providing easy adoption for new users.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__results\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__result-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-morningstar-case__result-title\"><!-- [et_pb_line_break_holder] -->        Faster Report Generation<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee>Report-generation time was cut in half for Morningstar clients.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__result-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-morningstar-case__result-title\"><!-- [et_pb_line_break_holder] -->        Consistent Reporting<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee>Standard templates across projects created an easier and more consistent reporting process.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__result-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-morningstar-case__result-title\"><!-- [et_pb_line_break_holder] -->        Bulk Automation<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee>Documents can be auto-generated in bulk instead of created individually.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__result-card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-morningstar-case__result-title\"><!-- [et_pb_line_break_holder] -->        Easier Adoption<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <pee>The integrated experience makes Document Automation feel like an inherent part of the Morningstar solution.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee>Experlogix gave Morningstar the ability to enhance their relationships with their clients and gave their customers the same opportunity to do so with investors. Financial advisors can use Morningstar-created document templates or take advantage of the Microsoft Word add-in to design their own documents. The advisors now have the power to tell their story to many investors automatically while simultaneously promoting their own brand.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee>The private cloud infrastructure provided an added layer of data security, which is paramount in the financial industry. The DocuSign integration and the ability to drop documents directly into SharePoint create an efficient and streamlined process.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__integrations\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__integration\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong>Microsoft Dynamics Sales<\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <span><!-- [et_pb_line_break_holder] -->        Direct integration helps reduce time spent generating reports.<!-- [et_pb_line_break_holder] -->      <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__integration\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong>DocuSign<\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <span><!-- [et_pb_line_break_holder] -->        Supports the document-signing process described in Morningstar\u2019s workflow.<!-- [et_pb_line_break_holder] -->      <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-morningstar-case__integration\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <strong>SharePoint<\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <span><!-- [et_pb_line_break_holder] -->        Documents can be delivered directly into SharePoint.<!-- [et_pb_line_break_holder] -->      <\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-morningstar-case__final-quote\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <pee>\u201cAutomated reports is one of the biggest benefits for our clients. Most firms spend hours generating valuation reports on a Monthly\/Quarterly basis so having the template and being able to simplify the process is a big win for us and our clients.\u201d<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <cite><!-- [et_pb_line_break_holder] -->      <strong>Maria Rylova<\/strong><!-- [et_pb_line_break_holder] -->      Manager, Customer Success Wealthcraft<!-- [et_pb_line_break_holder] -->    <\/cite><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- =====================================================<!-- [et_pb_line_break_holder] -->     FINAL CTA + PDF DOWNLOAD<!-- [et_pb_line_break_holder] -->===================================================== &#8211;><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\n        <div class=\"xpl-resource-cta xpl-resource-cta--da\">\n\n            <strong class=\"xpl-resource-cta__title\">\n                Want to learn more?            <\/strong>\n\n            <p class=\"xpl-resource-cta__text\">\n                Speak with one of our experts or download the complete Morningstar customer success story.            <\/p>\n\n            <div class=\"xpl-resource-cta__actions\">\n\n                <a\n                    class=\"xpl-resource-cta__button\"\n                    href=\"https:\/\/experlogix.com\/demo?product=Document%20Automation\">\n                    Get Started                <\/a>\n\n                <a class=\"xpl-shared-download xpl-shared-download--da\" href=\"https:\/\/experlogix.com\/document-automation_morningstar_success-story_v3_0624\/\" target=\"_blank\" rel=\"noopener\">Read Case Study<\/a>\n            <\/div>\n\n        <\/div>\n\n        <!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>H1 IS RENDERED BY THE CASE STUDY HERO H1: Morningstar===================================================== &#8211;> Morningstar Streamlines Document Processes While Maintaining High Security Wealthcraft, a Morningstar platform allows financial professionals to maintain data, make trades, and track investments for their clients. They strive to provide a single source of truth \u2014 an information source that all parties trust as [&hellip;]<\/p>\n","protected":false},"featured_media":326812,"template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"<h2>Morningstar Streamlines Document Processes While Maintaining High Security<br><\/h2>  <h4>Benefits<\/h4>  <ul> <li>Streamlined document processes<\/li>  <li>Improved document consistency<\/li>  <li>Improved customer experience<\/li> <\/ul>  <p><a href=\"https:\/\/www.experlogix.com\/app\/uploads\/2024\/12\/Document-Automation_Morningstar_Success-Story_V3_0624.pdf\">Get the Full Case Study Now<\/a><\/p>  <p>\u201cYour imagination is really the limit in terms of the reports you can create with Experlogix Document Automation. A great database that provides structure for personalized reporting along with Microsoft Word that allows companies to tailor the documents with a familiar and reliable tool is a powerful combination. All organizations need to do is define their workflow and implement the Experlogix solution.\u201d<\/p>  <p><strong>Dylan Navra<\/strong>, Managing Director at Morningstar<\/p>  <p><\/p>","_et_gb_content_width":""},"xpl_cpq_related_topic":[],"xpl_da_related_topic":[213],"class_list":["post-325092","case_studies","type-case_studies","status-publish","has-post-thumbnail","hentry","xpl_da_related_topic-dynamics-365"],"acf":[],"_links":{"self":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/case_studies\/325092","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/case_studies"}],"about":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/types\/case_studies"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/media\/326812"}],"wp:attachment":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/media?parent=325092"}],"wp:term":[{"taxonomy":"xpl_cpq_related_topic","embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/xpl_cpq_related_topic?post=325092"},{"taxonomy":"xpl_da_related_topic","embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/xpl_da_related_topic?post=325092"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}