U.S.A.
Morningstar® Advisor Websites
Integrated client sites and tools.
Overview
The Morningstar® Advisor Websites service builds custom websites and online components to help advisors enhance their marketing efforts and strengthen client relationships. Advisors can choose from extensive Morningstar data, research, and tools to make their websites more interactive and encourage repeat visits from clients. An intuitive content management system makes site updates easy.
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Key Features
Advisors can use this service to update their current website or develop a completely custom site from scratch
Site-building blocks include market monitoring tools, interactive charts, research reports, and investment screeners and calculators
Experienced account managers, project managers, and designers capture requirements, guide development, supervise implementation, and provide ongoing support
Websites are optimized with the latest technologies, including search engine optimization
A secure login option lets advisors have a clients-only area with performance reports and other documents, as well as advisor-selected tools and content
The Client Web Portal feature from Morningstar Office can be fully integrated with websites for enhanced client communication
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