Build client connections
Use a portfolio management system that delivers research investors trust and data you can depend on, while raising expectations for your client chats.
Make time for your
With the flexibility to automate tasks, you’ll have the capacity to focus on the big ideas you’ve been thinking about—like taking on pro bono work or new ways to coach your clients.
A flexible platform to
link your tools together.
Keep using the technology you love and do less of the work you don’t (like manual data entry). Our portfolio management system connects data and research to your tools so you can accomplish more.
Tools for Tomorrow’s Advisor
Portfolio Accounting and Reporting
Aggregate custodial accounts with Morningstar ByAllAccounts and track client holdings, dividends, and returns. Create reports with snapshot views and detailed asset allocations.
Build portfolios powered by our data and gain access to our independent research while you are making key decisions.
Security Research and Screening
Sophisticated ways to work with the data can help you find the best managers, spot market trends, and build model portfolios.
Maximize tax savings for all clients, using Morningstar Total Rebalance Expert. You can align allocations on personal factors and market changes—not just at the end of the quarter.
Content curated for you, including practical research and investor-focused reports to support your best-interest recommendations.
Connect with clients using an interactive portal for updates and insights that can help them stay focused on their goals.
A Seamless Experience
Our platform fully integrates with third-party tools to support the way you want to work.
From the master client list, I can access each of the client’s individual accounts instantly with one click. No need to drill down through the system … what I need is right there.
Chad Nehring, CFP
Conceptual Financial Advisors, LLC