|  | | | | Client Story | Banca Generali | Banca Generali advisors use Morningstar® Advisor Workstation™ to manage client relationships, and rely on the Morningstar Rating™ to develop appropriate investment strategies. Read more |
| |  | | | | Morningstar® Portfolio Builder™ | | Advisors can assess a client’s asset allocation, develop a diversified portfolio to address investment goals, and provide substantial reports and analysis with one web-based tool—the Morningstar Portfolio Builder. Read more |
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