An optional web-based Report Portal helps firms ensure their sales groups, advisors, consultants, and global teams always have access to consistent, up-to-date, approved communications that are consistent with the firm’s marketing strategy. For flexibility, home offices can build in specific customization options, such as investment, benchmark, and peer group selection, so end users can tailor their reports to meet their specific needs, while still ensuring compliance requirements are met. No matter where they’re located, salespeople, advisors, or consultants need only to log in, browse relevant report templates that their home office has published for them, and adapt them as required. The reports display well on mobile devices such as the iPad®, for easy presentation to clients. Home offices can also gather competitive business intelligence from Report Portal to determine how often users are making use of specific templates and which competitive investments their sales teams are running up against in the field.
- Morningstar also has a partnership with ByAllAccounts to assist with client data integration. Peer Group Returns-Based Analysis (Performance Reporting) 1. To begin analyzing your clients’ accounts, there are many tools in Morningstar Direct that are used in addition to Portfolio Analysis.
- Morningstar Direct Morningstar Office Morningstar Advisor Workstation Morningstar Data. Morningstar analysts rated 851 share classes and vehicles and 203 unique strategies in April.
For more information, simply contact us on 02 9276 4445 or email sales.au@morningstar.com
Import all your custom models and portfolios into Morningstar Direct’s portfolio management. The underlying holdings automatically synchronize with Morningstar’s data to provide holistic, portfolio-level reporting analysis.
Disclaimer : © 2019 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information.Morningstar Direct Login
Morningstar Direct Logo
