Advisors can quickly generate compelling portfolio proposals for their clients with Morningstar® Portfolio Builder. Assembled from a series of Morningstar reports, the proposals distill complex financial information into easy-to-understand summaries and side-by-side comparisons for investors. All reports include appropriate disclosures. For a consistent approach, firms can create a standardized proposal format that includes a company logo, promotional materials, or a custom design.
What you can do:
Prepare client-focused proposals with these reports:
Target Asset Allocation Report Present the target asset allocation generated based on the results of the investor’s risk questionnaire in a straightforward, FINRA-reviewed report.
Portfolio Comparison Report Display a side-by-side comparison of the asset mix, sector analysis, regional exposure, historical statistics, and portfolio statistics for both current and proposed portfolios to help clients understand the benefits of making a change.
Portfolio X-Ray® Report
Summarize a client’s portfolio in Morningstar’s classic one-page report. The X-Ray Report provides an at-a-glance view into a portfolio’s asset allocation, investment style, stock sectors, regional exposure, and top holdings.
Portfolio Snapshot Report
Expand on the X-Ray Report with an in-depth portfolio synopsis that includes additional data on performance, risk, fundamental analysis, and performance versus a relevant benchmark in a simple, two-page format.
Stock Intersection Report
Identify cumulative exposure to individual equities based on the underlying holdings of the managed products in a portfolio to help clients understand where their investments overlap.
Investment Detail Report
Highlight key performance, investment style, portfolio, and operations information for a specific investment in a single-page, compliant format.