Principia - Proposals & Presentations

U.S.A.

Morningstar® Principia®
Flexible investment research and portfolio management software.


		Overview


		Modules


		Research & Analysis


		Portfolios & Diagnostics


		Proposals & Presentations


		Client Support Services

Related Products

Advisor Workstation

Proposals & Presentations

Each Morningstar® Principia® module provides advisors the ability to print and share investment reports with clients, as well as show them hypothetical illustrations. The proposals and presentations produced with Principia capture intense research efforts, yet they're easy for advisors to create and for investors to understand.

What you can do:

Create compelling presentations with features available in every module:


Morningstar® Investment Detail™ Reports Zero in on style, portfolio statistics, risk and return, and operations—then print one-page FINRA-reviewed reports.

Morningstar<span class="registered">®</span> Principia<span class="registered">®</span>


Graphs Visually support your recommendations and educate clients with compelling, full-color graphs.


Morningstar® Portfolio Snapshot™ View portfolio statistics at a glance to evaluate performance and see how investments work together.

Add Hypotheticals Module

	Illustrate how recommendations might have performed over time
	Graph potential growth
	Provide flexible benchmarks and easy-to-use, scheduled investment projections
	Create FINRA-reviewed investment reports

Combine the Principia Hypotheticals module with another Principia module to get robust reporting capabilities. Hypotheticals are easy to construct using an intuitive wizard and customization options to personalize output. In addition to historical performance, reports show key underlying holdings statistics, such as asset allocation, sector weighting, and style diversification.

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