CFR Solutions Designed for Your Firm
Meet and exceed new regulatory standards for know your client (KYC), know your product (KYP), and suitability under the client focused reforms (CFRs) with Morningstar’s data, research, and technology solutions. Our capabilities can help you meet your firm’s regulatory requirements and enhance productivity in a way best suited to your business. We also champion the notion that efficiency is driven by consistency, integration, and connectivity of tools that financial professionals use.
Meet KYP requirements with solutions to assess, approve, and monitor your product shelf with confidence.
Research and Document
Surface investment data and research while documenting alternatives in an efficient and consistent workflow.
Provide data and information for financial professionals to perform their own analysis and determine reasonably available alternatives.