| | | Analytic. Proactive. Prepared. | | | The Clients & Portfolios Module serves as the portal to access and maintain client data. It displays all of your client information in a single interface that facilitates easy portfolio importing, detailed analysis, and ongoing monitoring. | |
| | | | Only Enterprise Edition allows for a customized and automatically integrated data flow between important applications. Advisors spend less time entering data and more time on analysis and recommendations. Enterprise Edition integrates with large back-end systems, such as Pershing® and Albridge™ Solutions. In addition, our integration capabilities work with other front-office planning solutions, such as MoneyGuidePro™, NaviPlan, and eMoney Advisor. | | | | | Conduct complete portfolio analysis | | | | | |
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| | | For clients with multiple accounts for different investment goals, analyze each account independently or aggregate them into an overall portfolio for macro-level analysis with exclusive Morningstar capabilities. Portfolio X-Ray is a powerful diagnostic tool that scans an entire portfolio at once to create a comprehensive picture of the portfolio’s underlying holdings, overall sector exposure, and overall investment style. And Stock Intersection compiles the underlying holdings of each of the positions in a client’s portfolio to determine the actual exposure to individual stocks. Portfolio Snapshot, one of the most frequently used reports by advisors in the industry, provides an in-depth summary of a portfolio’s asset allocation, style diversification, sector exposure, and performance information. This FINRA-reviewed report can be shared with clients to assess performance or make new recommendations. | | | | | Construct sound portfolios | | | | | |
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| | | The Portfolio Constructor shows the true composition of a portfolio at a glance—including sectors, asset class, and style. It instantly shows how proposed changes affect the overall portfolio composition when holdings are rebalanced, added, or deleted. The Portfolio Constructor includes the Portfolio Comparison Report, which can generate a side-by-side analysis of a client’s existing portfolio and an advisor’s recommended portfolio in a simple, well-designed report. | | | | | | Alerts provide timely notification of any significant changes in ratings, style drift, performance, and operational details, such as a portfolio manager change. The portfolio alert option spots the cumulative effects of changes that might appear insignificant at the individual fund or security level, yet add up to a consequential impact on the overall portfolio. | | | | | |
| | | | Take Action | | | | | | |  | | | | | See It Work | | | | | | | | | | Proof | | | | | | | | | Learn More | | | | | | | | | | | | Customer Support | | | | | | |
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