Morningstar® Newsletter Builder
Easy-to-use application featuring content for creating client publications.
Newsletter Builder
Morningstar® Newsletter Builder helps advisors strengthen client relationships with personalized communications featuring FINRA-reviewed Morningstar articles. This dynamic, web-based tool gives advisors access to timely financial commentary and charts through a convenient online library. Using an intuitive drag-and-drop system, advisors can select layouts and produce complete newsletters in minutes, including their own profiles and branding, without any additional software or design expertise. Newsletters can be emailed directly to clients or saved as PDF files for print distribution.
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Key Features
Newsletters can be personalized with an advisor’s profile, photo, contact information, and company logo
All Morningstar articles are reviewed by FINRA for use with the public
New articles are added monthly and accessible online
Advisors can adjust the look of their newsletters with built-in layout templates
Pre-made newsletters are created monthly and available for immediate distribution
Monthly "Market Commentary" that provides insights into financial markets and general economic activity
Custom article management that allows users to integrate their own research and analysis into each newsletter
Article sidebar comments where advisors can summarize key points, offer product solutions, portfolio strategies, etc.
New: HTML distribution complete with email tracking capability
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