Morningstar

Conduct Advanced Research: Narrow the universe of investment possibilities to a manageable number by using our powerful search, sort and screening functions.

• Meaningful Risk and Needs Assessments: The risk questionnaire helps you quickly assess a client's true tolerance for risk. Use the Needs Assessment to explore the different asset allocations and create a portfolio strategy most likely to meet your client's specific goals.
  
  
• Create Comprehensive Graphs: Illustrate how funds have performed differently over time relative to each other or to benchmarks.
  
  
• Generate Printable Reports: HTML & PDF reports convey critical investment information in a clear, easy-to-understand format.
  
  
• Hypothetical Presentations: Model realistic historical investment scenarios for your client using the hypothetical illustrator. The PDF report also makes it easier to communicate with your client.
  
  
• Customizable Alerts: Just specify the types of alerts you want to receive, the frequency of monitoring, and the threshold level for each.
  

Morningstar integration with Client Care Desktop Integration with Client Care Desktop means that the powerful functionality of Morningstar is available without the need to re-enter your client portfolio data. Client valuations can be maintained within Client Care Desktop and analysed within Morningstar at the click of a button.