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How Morningstar Helps Financial Advisors | Morningstar U.S.

How We Help Financial Advisors

Streamline Your Practice

With Morningstar’s practice management tools and services, advisors are truly open for business. Our dynamic software and nimble service teams give you the freedom to focus on your clients while we help simplify your most time-consuming tasks—from daily account reconciliation and investment monitoring to complete portfolio management.

Sharpen Client Communications

Morningstar’s iconic financial charts and presentations provide powerful ways to engage and educate your clients and prospects about their portfolios. These conversation starters distill timely topics into easy-to-understand images that give individuals the perspective to make better investment decisions.

Deliver Informative Reports and Proposals

Our advisor software provides dozens of professional FINRA-reviewed documents, from investment policy statements and account statements to Portfolio X-Ray ® . Designed with investors in mind, these easy-to-generate reports feature the Morningstar analytics investors understand and look for, including the Morningstar Rating™ and the Morningstar Style Box™.

Research Investments and Construct Portfolios

Your clients’ portfolios are only as sound as the data and research that goes into creating and monitoring them. Our software, publications, and services deliver coverage on hundreds of thousands of mutual funds, stocks, exchange-traded funds, variable

annuities, separate accounts, 529 plans, and more, making it easy to screen investment opportunities, conduct due diligence, and construct portfolios tailored to client needs.

Manage Client Accounts

Our software and personalized accounting services consolidate your important client contact, investment, and billing information from dozens of third-party systems into one secure, central location. Advisors can quickly create and send performance reports and proposals directly to their clients and share account information across a practice of any size. Our data aggregation service eliminates manual data entry, providing advisors with an easy way to get a holistic view of client portfolios.

Advance Your Expertise

Clients look to you as a leader in the financial industry, and your success often hinges on your latest ideas. That’s why we offer events and publications to keep you ahead of trends with a rich dialogue of insights from industry professionals, Morningstar experts, and top advisors.

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Category: Advisor

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