See it in action
Not every client needs complete financial-planning services, but they all have financial goals. Morningstar’s Goal Bridge tool lets you have goals-based conversations with clients, then quickly connect those goals to an easy-to-understand plan in a single tool, a single workflow, and a single conversation.

How it works

• Identify and prioritize goals

Achieve financial wellness using goal visualization to prioritize goals and evaluate necessary trade-offs.

• Determine risk profile for each goal

Access comprehensive risk assessments that consider both the client’s risk preference and the optimal timeline for goal achievement.

• Deliver personalized investment strategies

Align the client’s target allocation to the best model, then customize the securities and weights as needed to optimize for each goal.

• Create a goal-based plan in minutes

Get fast, actionable investment plans without hours of comprehensive data reconciliation and screening.

• Model realistic scenarios to demonstrate impact

Leverage Morningstar data, research, and analysis to model comparative scenarios and make better decisions.

• Move clients from plan to action

Help investors understand the link between today’s investments and meeting tomorrow’s goals.