| | | Create. Present. Convince. | | | In the Sales/Hypotheticals Module, advisors can turn complicated investment information into clear insight. Efficiently create detailed reports and hypothetical investment illustrations that show specific expertise and recommendations, convince your clients and prospects, and help grow client relationships. | |
| What you can do: | | | | | Generate customized hypotheticals | | | | | |
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| | | Morningstar hypothetical reports can highlight a security’s historical performance in isolation, in comparison with competing funds, or in the context of its contribution to the overall performance of a portfolio. They are the only reports in the industry to incorporate underlying holdings to show performance with relevant asset allocation, sector weightings, and style diversification information. | | | | | Produce professional reports | | | | | |
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| | | Use the interface to quickly produce well-designed, professional reports. Specify investment schedules, fees, taxes, and rebalancing options. It’s also easy to create reports that specify investment plans based on client goals or risk tolerance. | | | | | |
| | | | Take Action | | | | | | |  | | | | | See It Work | | | | | | | | | | Proof | | | | | | | | | Learn More | | | | | | | | | | | | Customer Support | | | | | | |
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