Each Morningstar® Principia® module provides advisors the ability to print and share investment reports with clients, as well as show them hypothetical illustrations. The proposals and presentations produced with Principia capture intense research efforts, yet they're easy for advisors to create and for investors to understand.
What you can do:
Create compelling presentations with features available in every module:
Morningstar® Investment Detail Reports Zero in on style, portfolio statistics, risk and return, and operations—then print one-page FINRA-reviewed reports.
Visually support your recommendations and educate clients with compelling, full-color graphs.
Morningstar® Portfolio Snapshot
View portfolio statistics at a glance to evaluate performance and see how investments work together.
Add Hypotheticals Module
Illustrate how recommendations might have performed over time
Graph potential growth
Provide flexible benchmarks and easy-to-use, scheduled investment projections
Create FINRA-reviewed investment reports
Combine the Principia Hypotheticals module with another Principia module to get robust reporting capabilities. Hypotheticals are easy to construct using an intuitive wizard and customization options to personalize output. In addition to historical performance, reports show key underlying holdings statistics, such as asset allocation, sector weighting, and style diversification.