Build Lasting Client Relationships
We’ll give you the tools to help you communicate your value and establish lifelong relationships with clients, from creating customized proposals and hypothetical illustrations to presenting performance updates and recommended strategy shifts. Industry-standard Morningstar reports help clients understand their existing assets and what they could achieve with your investment expertise. With our data aggregation services, you’ll have the complete view of your clients’ investments that you need to offer holistic advice. Our products also integrate with third-party advisor platforms, giving you seamless access to updated client information across the tools you use daily.
Take the Pain Out of Practice Management
Many of the essential processes for your practice also take time away that you could be spending with clients. Our platforms streamline necessary tasks such as portfolio accounting and performance reporting through features like an easy-to-access client web portal for delivering client reports. Advisors turn to us to process millions of client portfolios each week through our back office services, eliminating hours of tedious data entry. All of this adds up to the freedom to focus on what truly helps you enhance your business.
Optimize Portfolio Performance
With our tools, advisors have everything they need to construct, analyze, and monitor client portfolios. Our solutions are built on a legacy of asset class research that we apply to help advisors reallocate portfolios or build new ones using our strategies or model portfolios on third-party advisor platforms. Advisors who choose to outsource portfolio management can efficiently serve client segments with a lineup of investment choices actively managed by the Morningstar Investment Services team.
Reinforce Your Recommendations
We’re here with the data and independent analyst reports you need to back up your investment research and security selection process. For due diligence support, our offerings generate a clear audit trail and help you evaluate whether managers are behaving the way you anticipated. Whether you’re creating proposals for prospects or suggesting portfolio changes to clients, we’ll help you present your insights powerfully with investor education materials and FINRA-reviewed Morningstar reports.
Morningstar Advisor Platforms
Available in customized versions for leading firms, this platform helps advisors analyze client portfolios and create compelling reports in a few simple steps.More
financial advisors use our practice management system to streamline everything
from investment research to portfolio accounting and performance reporting.More
Uniting Morningstar’s complete global data and institutional research with rigorous analytics, this platform offers advisors advanced portfolio optimization and reporting capabilities.More
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The Morningstar Investment Management group of Morningstar, Inc. includes Morningstar Associates, LLC, Ibbotson Associates, Inc., and Morningstar Investment Services, Inc., all registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. Morningstar Managed Portfolios are offered by Morningstar Investment Services, Inc. Portfolios offered by Morningstar Investment Services are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment advisor or investment advisor representative.