Morningstar® Portfolio Builder offers firms and their advisors a defined step-by-step process to create portfolio proposals for clients. With Portfolio Builder, advisors can construct appropriate portfolios based on a client’s current holdings and risk tolerance, as well as their firms’ preferred models and investments. This efficient tool simplifies the portfolio-building process for advisors while helping firms deliver consistency wherever they conduct business.
offers firms and their advisors a defined step-by-step process to create portfolio proposals for clients. With Portfolio Builder, advisors can construct appropriate portfolios based on a client’s current holdings and risk tolerance, as well as their firms’ preferred models and investments. This efficient tool simplifies the portfolio-building process for advisors while helping firms deliver consistency wherever they conduct business.
