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CPMS Advisor Edition
Overview
Diverse. Accessible. Comprehensive.
Broad-based equity strategies and investment ideas.
Morningstar® CPMS Advisor Edition™ supports independent financial advisors and wealth management firms with time-tested Canadian and U.S. equity portfolio strategies. This web-based service provides a disciplined approach to stock investing through portfolios built on proprietary quantitative models for conservative, moderate, and aggressive investment approaches. Subscribers can track each model trade-for-trade to support their research or discover new investment ideas. Firms can also use CPMS Advisor Edition to benchmark their own portfolio strategies. Client-ready reports support investor communications and make it easy to compare investment opportunities across current and historical data.
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Key Features
For Advisors
Develop disciplined investment strategies based on proprietary quantitatively driven model portfolios featuring Canadian and U.S. stocks
Access comprehensive annual and quarterly earnings, sales, and cash flow estimates, plus price targets, for Canadian and U.S. stocks
Monitor custom strategies or individual stocks with personalized equity watchlists
Support client communications with clear, detailed investment reports and market outlooks
Receive daily transaction alerts to stay on top of portfolio changes
For Wealth Management Firms
Strengthen investment lineups with innovative Canadian and U.S.-based strategies suitable for a wide range of client portfolios and investment mandates
Maintain consistency in investment recommendations across an organization with enterprise subscriptions
Include a firm’s own portfolios, research, and tools with optional customization opportunities