Morningstar  
     
       
  Morningstar Newsletter Builder
     
 
  Newsletter Builder  
         
 
 

A web-based platform that features FINRA-reviewed Morningstar articles and employs full customization options, Morningstar Newsletter Builder is built with one goal in mind to help financial advisors strengthen client relationships with personalized communications.

   
Key Features + FINRA-reviewed Morningstar articles added to the online library on a monthly basis, allowing advisors to provide clients and prospects insights into financial markets, outline investment strategies, and recap the most recent economic activity — raising their overall brand awareness
  + Pre-assembled newsletters created on the 1st business day of the month and available for immediate distribution
  + NEW Advisors can distribute HTML newsletters, complete with email tracking capabilities (Sample HTML E-mail)
  + Monthly 'Market Commentary' that provides insights into financial markets and general economic activity
  + Personalization options, including the ability to load photos, logo, mast-head graphics, and contact information
  + Custom article management, allowing advisors to integrate their own research and analysis into each newsletter
  + Article sidebar comments where advisors can summarize key points, tie action steps to an article, offer product solutions, discuss portfolio strategies, etc.
  + Finished newsletters can be delivered to clients and prospects as a PDF file, as an HTML email, or printed and delivered in hard copy format
  + Newsletters can be custom configured, and range from 2 to 12 pages in length.
     
Video Center Newsletter Creation   Profile Management   Custom Articles and Graphics
  Overview   Personalization   Advanced Customization
           
  Newsletter Creation      
  HTML E-Mail Distribution      
         
Sample Newsletters Sample 1   Sample 2   Sample 3
  Horwitz & Associates, Inc.   Mullaney Keating & Wright   Pratt, Kutzke & Associates, LLP
           
  Sample 4   Sample 6  
  Stevens Rich   Raymond James, Private Wealth Management Investment Team   Morningstar Sample
           
  Sample 7   Sample 8    
  Morningstar Sample   Morningstar Sample    
Contributors Christine Benz   Christine Benz
Coverage: Personal Finance and Retirement
Director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Morningstar Guide to Mutual Funds: 5-Star Strategies for Success.
       
  Damien Conover   Damien Conover
Coverage: Healthcare
Associate director of equity analysis covering pharmaceuticals, and editor of Morningstar's Healthcare Observer newsletter.
       
  Robert Johnson   Robert Johnson
Coverage: Markets and Economy
Director of economic analysis at Morningstar. In this role, Bob regularly meets with each of Morningstar's sector teams to gather up-to-the-minute economic data from more than 90 Morningstar debt and equity analysts.
       
  Preethi Parmar   Preethi Parmar
Coverage: Asset Allocation, Diversification, and Principles of Investing
Research and Communications manager who, along with team of analysts, is responsible for creating all of the content behind a full suite of communication materials.
       
  Alina Tarlea   Alina Tarlea
Coverage: Asset Allocation, Diversification, and Principles of Investing
Research and Communications senior analyst responsible for creating content for a full suite of communication materials in U.S. and international markets.
   
Related Products   A perfect compliment to Newsletter Builder, Morningstar's iconic financial charts and presentations distill timely investment topics into easy-to-understand images that give individuals the perspective to make better investment decisions.

Advisors can use these recognized and trusted client-ready communication resources to:
     
  + Set appropriate investment expectations by highlighting historical market trends
  + Validate portfolio recommendations
  + Demonstrate sound investment strategies
  + Satisfy clients' hunger for reliable investment analysis and insights
     
    Ibbotson® SBBI® Print Kit
    Morningstar® Andex® Charts
    Morningstar® Principia® Presentations & Education