Step-By-Step Process
Portfolio Construction
Client Support Services
  • Morningstar provides the implementation, training, and support that make Morningstar® Portfolio Builder™ a valuable addition to businesses around the world. When adapting it to each firm’s needs, Morningstar can integrate Portfolio Builder with existing systems or other Morningstar products for a seamless user experience. During deployment, our support and service teams create customised training programs that encourage users to take advantage of Portfolio Builder’s benefits.
  • Development and implementation: Expert integration
    Morningstar has a legacy of delivering seamless solutions that meet defined goals—on time and within budget. The Morningstar team has the technical and project management experience required to integrate Portfolio Builder into all types of business environments, from centralised firms to global organisations. Firms can choose a range of options including languages, currencies, and securities that Morningstar will configure to meet their needs.
    Training and assistance: Made-to-order programs
    Morningstar training can be delivered on-site, via online video, or through web-based virtual training classes for administrators, entire teams, and targeted user groups. Programs are customised to meet each client’s requirements and can cover product functionality, as well as Morningstar data and methodologies. Technical support services are available via phone and email from an in-house Morningstar staff, not an outsourced call center.
    Management reporting: End-user and group activity history
    Portfolio Builder collects aggregate usage data for defined user groups. Firms can review data on how many times end-users access each module or use each module’s primary tools. Aggregate month-to-month billing data is also available. All data can be exported to a Microsoft® Excel spreadsheet. An optional premium usage data package provides user-specific data and identifies how often specific securities are selected.
Take Action
Get Purchasing Information
See It Work
Sample Reports
Product Tutorials
Learn More
News Archive
Product Fact Sheets
Customer Support
Technical Requirements
User's Guide