Deliver Sound Advice
We tailor easy-to-use platforms and tools to your investment process. Our intuitive workflows prepare financial professionals to manage any aspect of the client relationship, including asset allocation, investment selection, portfolio monitoring, and risk management.
Conduct Investment Research
Unparalleled access to extensive data and independent investment analysis empowers financial professionals to make appropriate decisions for clients. Our software and tools support research with time-saving screeners and analytics for making comparisons of either a broad range or specific type of investments. When reviewing performance by asset class, financial professionals can use our annual capital markets reference.
Offer Appropriate Investments
Brokerage firms choose our investment management services to offer sound investment products on their wealth management platforms from a trusted, third-party source. From managed portfolios and model portfolios, to Select Lists, custom target-date funds, and retirement income options, we’ll develop innovative investments to differentiate what you offer clients.
Create Compelling Proposals
Well-known among advisors and investors, our reports feature helpful charts and easy-to-understand information to support your advisors’ recommendations. Many are FINRA-reviewed and ready for use with clients, and all are easy to assemble into proposals. Integrating trusted Morningstar data and methodologies, our reports reveal critical information about individual securities or portfolios, or compare timely data on multiple securities.
Integrate Quality Data
We bring Morningstar and third-party data together to solve integration challenges, such as managing client account data. Firms outsource their data aggregation and reconciliation to us, which we build into custom systems for efficient portfolio and performance reporting. We also power all types of platforms with our real-time market data, capital markets information, and fundamental data featuring underlying holdings for both registered and unregistered investments.
Find and Cultivate Talent
We’re a conduit to engaged professionals through our highly read print and online advisor publications. We also help you keep your advisors’ skills sharp so you can build an experienced workforce. Brokerage firms engage their financial professionals by sending them to our industry-leading conferences and equipping them with valuable communication tools.