Related Features
Direct Advisory Suite connects proposal creation, investment research, and client reporting, powering clarity and confidence across every workflow.
Client-Friendly Reports
Clear communication builds trust in any market. Direct Advisory Suite helps advisors turn complex investment insights into clear, client-ready reports—interactive, shareable, and designed to make great advice easy to understand.
Client-Ready Report Templates
Each report is built for clarity, making it simple for advisors to showcase the value of their advice. Direct Advisory Suite includes proprietary portfolio, comparison, and performance reports—ready to share with clients in just a few clicks. Advisors can use these visuals to show progress toward financial goals, risk alignment, and performance over time.
Interactive, Customizable Digital Reports
Move beyond static PDFs. Interactive digital reports let advisors bring portfolio insights to life—highlighting performance, allocation, and risk alignment in real time. Clients can explore personalized views of their portfolios and understand recommendations more clearly, strengthening trust and engagement.
Shareable Investment Research and Analyst Reports
Connect advisors to one of the largest independent research databases in the world, backed by more than 350 Morningstar analysts. Advisors can draw on trusted data and insights to create client-ready reports—with FINRA-reviewed templates available when compliance requires it.
