Overview
Step-By-Step Process
Portfolio Construction
Proposals
Client Support Services
  • Morningstar® Portfolio Builder™ offers firms and their advisers a defined step-by-step process to create portfolio proposals for clients. With Portfolio Builder, advisers have access to multi-lingual and multi-currency capabilities and can construct appropriate portfolios based on a client’s current holdings and risk tolerance, as well as their firms’ preferred models and investments. This efficient tool simplifies the portfolio-building process for advisers while helping firms deliver consistency wherever they conduct business.
  • Guided Process
    Appropriate Allocations
    Sound Portfolios
    Compelling Proposals
    An easy-to-use interface leads advisers through the portfolio development process, from client data gathering to proposal delivery.
    An easy-to-use interface leads advisers through the portfolio development process, from client data gathering to proposal delivery.
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    Portfolio Builder matches client risk profiles with suitable asset allocation models chosen at the firm level.
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    Advisers can select approved investments to construct their clients’ portfolios or choose an appropriate model portfolio built by their firm.
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    Proposals are easy to generate by combining a variety of reports that clearly outline a client’s options.
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