U.S.A.
Morningstar® Enterprise Components
Full-service, standard to custom website solutions.
Overview
Custom and Standard Solutions
Efficient Implementation
Portfolio Analysis and Comparison Tools
Investment Screening and Analysis Tools
Exchange-Traded Fund Tools and Charts
Real-Time Market Monitoring Tools
Retirement and College Savings Tools
Presentations and Sales Ideas
Wholesaler Support
Wholesaler Support
Packaging four of our most popular portfolio and investment analysis tools into a single online platform, Sales Support Station helps internal and external wholesalers more effectively position and sell their products to advisors. The interactive dashboard makes it easy to quickly identify securities based on specific criteria, contrast multiple securities, evaluate portfolios, and compare current and proposed portfolios. Sales teams can then use that information to generate FINRA-reviewed investment reports from each tool to support proposals and clearly differentiate their products from competitive offerings. A quick implementation process and intuitive interface mean many new clients can be up and running within just a few weeks. This powerful platform is also iPad® compatible, making it an essential resource within any sales toolkit.
Standard capabilities include:
Screener
Filter and sort from 100,000+ U.S. and offshore funds in Morningstar’s global database
Select from 200+ data points, including the Morningstar Rating™, investment returns, and risk measures
Generate in-depth reports, including the Morningstar Report, Investment Detail™, Global Report, and Multiple Fund Comparison
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The Screener quickly reveals the investments best suited to an advisor or investor’s objectives. Wholesalers can drill down to uncover competing funds and better position their investments with advisors.
Multiple Fund Comparison
Compare multiple funds in a powerful point-by-point format
Examine performance, portfolio, and operations data
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The Multiple Fund Comparison tool helps wholesalers clearly showcase the advantages of their firm’s funds. Compelling side-by-side comparisons highlight differences in performance, portfolio holdings, and operational data between securities to help overcome objections. The results can be viewed online or within two FINRA-reviewed PDF document reports: Fund vs. Fund and Multiple Fund Comparison.
Portfolio Analysis
Pinpoint a portfolio’s weaknesses and strengths
Reveal a portfolio’s true exposure to sectors and investment styles
Compare past security or portfolio performance with a benchmark or competing investment using the Hypothetical Growth Chart
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Portfolio Analysis provides a fundamental analysis of a portfolio’s underlying holdings at the asset class or security level. Sales teams can use this tool to help advisors analyze client portfolios and quickly test how adding an investment product would affect a portfolio’s overall characteristics.
Portfolio Comparison
Present current and proposed portfolios side by side
Evaluate style, sector, and returns across each portfolio
Provide FINRA-reviewed reports to share with investors
Compare past security or portfolio performance with the proposed portfolio, a benchmark, or a competing investment using the Hypothetical Growth Chart
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This direct, side-by-side comparison of two portfolios helps wholesalers demonstrate the real-world advantages of their investment products. Portfolio Comparison details a portfolio’s asset allocation, regional exposure, sector concentration, investment style, and underlying holdings. Users can select from pre-defined sets of model portfolios or create their own custom portfolios.
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