Flexible report integration options give advisors more ways to access key analysis. Several possibilities are available for report creation, including generating PDFs directly within a proprietary tool or site, or displaying calculated data and statistics via web services or XML from Morningstar. Users can also create custom reports to incorporate proprietary data points and methodology. Here are some of Morningstar’s most popular standard reports:
Identifies cumulative exposure to individual equities based on stock and underlying holdings of the managed products in the portfolio. Reviews the top 15 holdings in a portfolio to identify its overall weighting in a particular security or sector.