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| | | | Online Program Platform | | | A robust web-based platform provides access to client information, portfolio updates, program details, and marketing resources. Interactive tools, such as suitability profiling and personalized proposal templates, online access to account information, and detailed reports provide thorough client management capabilities. | | |
| | | Personalized proposals: Created easily from client profile information | | |
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| | | Tailored proposals highlight key characteristics of a client’s profile and recommended portfolio strategy. Proposals contain detailed explanations, graphs, and charts that help prospective clients gain a thorough understanding of how particular portfolios will help them meet their investment objectives. Highlight key characteristics of a profile and recommend strategies. | | | | | Client management: Execute transactions and access information | | |
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| | | The robust web-based platform provides a secure environment and extensive client management tools. Open new accounts, request purchases, and access print-ready account maintenance forms. | | | | | Extensive support: Access information and contact staff | | |
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| | | Advisors have access to client records, portfolio updates, program information, and marketing tools through a dedicated website. You’ll also have direct access to our highly trained staff by email or through the Managed Portfolios toll-free number. | | | | | Performance-based information: Stay informed about portfolio management | | |
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| | | Advisors are kept apprised regularly with insight and reports on how the portfolios are managed. Client communications include portfolio and performance highlights, portfolio change information, and transaction summaries. Plus, at tax time, you and your clients will receive a summary of annual taxable activity, including cost basis information and unrealized gains/losses. |
| | | | Take Action | | |  | | | | | Learn More | | | | | | | | | Customer Support | | | |
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| | The Morningstar Investment Management division is a division of Morningstar and includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, all registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. Morningstar Managed Portfolios are offered by Morningstar Investment Services, Inc. Portfolios offered by Morningstar Investment Services are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment advisor or investment advisor representative. | |
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