U.S.A.
Morningstar® Principia®
Flexible investment research and portfolio management software.
Overview
Modules
Research & Analysis
Portfolios & Diagnostics
Proposals & Presentations
Client Support Services
Presentations & Education
20+ Microsoft® PowerPoint® presentations offer hundreds of slides on relevant investment topics for use in client meetings and seminars
Every slide includes Speaker Notes to help explain its analysis during presentations
Each presentation can be personalized with the speaker’s name and company branding
White papers cover investment trends and research topics
Sales Ideas\marketing handouts help advisors generate new business
Additional content updates throughout the year so advisors can address current financial issues
All presentation materials are FINRA-reviewed for use with clients
  View content topics    
Morningstar<span class="registered">&#174;</span> Principia<span class="registered">&#174;</span>
View sample content  

The Morningstar® Principia® Presentations & Education library encompasses a collection of communication resources designed to assist advisors during a variety of client interactions. Specialized Microsoft® PowerPoint® presentations introduce time-tested investment principles and visually depict market trends. This all-in-one marketing tool is the simplest way for advisors to discuss today’s most pressing financial topics, set appropriate investment expectations, and keep their brand top-of-mind with clients and prospects.
Module Index
  Previous     Next  
Take Action
Get Purchasing Information
Request More Information
See It Work
Sample Reports
Product Tutorials
Learn More
FINRA Review
Morningstar Guarantee
Customer Support
Contact Support
Software Downloads
Installation Instructions
Technical Requirements
User's Guide
Training
© Morningstar. All rights reserved.