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| | | | | Communication Resources | | | Morningstar Investment Services provides professional communication resources that help advisors build strong relationships with their clients. Online resources, templates, and tools produce reports for every phase of the client development cycle to facilitate ongoing communication and gain client confidence. | |
| What you can do: | | | | | Access comprehensive program information | | | | | |
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| | | Program tools help you describe how the program works, highlight key characteristics, and explain the benefits of working with both an advisor and Morningstar Investment Services. | | | | | Apply directional assessment reports | | | | | |
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| | | Use these reports to drive discovery phase activities as you capture key information about your clients’ financial situations, create their investment strategies, and develop the proposals to support your recommendations. | | | | | Generate insightful performance reports | | | | | |
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| | | You and your clients stay informed with thorough analysis and insight and updated on portfolio performance and key activities. Quarterly Reports are customized with your logo and sent to your clients. Clients can also download reports from a client site. | | | | |
| | | | 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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