Add color to your client communications
Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports.

Client reporting
Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table.

Show what your advice can do
Walk through the process behind your recommendations so potential clients can see what’s possible and how you’ll help them reach their goals.

Reporting hypothetical illustrations
Demonstrate how your recommendations would have affected a prospect’s wealth to secure new business with hypothetical sales illustrations that can include details such as investments, withdrawals, reinvestment of dividends, taxes, and more.

Go beyond what your clients are expecting
Exceed your clients’ expectations and help them reach their goals by building portfolios that align with their preferred level of risk.

Investment proposal tools
Match your client’s goals with firmwide strategies that drive towards their financial objectives using investment models, lists, and strategies. You can also run Monte Carlo projections to illustrate how different strategies might succeed.

Goals are easier to meet if you get to know them first
Connect goal-setting with investment plans and strengthen client relationships with Morningstar’s Goal Bridge.

Planning tools
Help your clients identify meaningful goals and take action to make them a reality.

Morningstar Goal Bridge enables you to have goals-based conversations with clients, then quickly connect those goals to a straightforward investment plan in a simple, but powerful workflow.