Goal Bridge

Goals are easier to meet if you get to know them first.

Connect goal-setting with investment plans and strengthen client relationships with Morningstar’s Goal Bridge.

See It In Action

Not every client needs complete financial-planning services, but they all have financial goals. Morningstar’s Goal Bridge tool lets you have goals-based conversations with clients, then quickly connect those goals to an easy-to-understand plan in a single tool, a single workflow, and a single conversation.

How It Works

Identify and prioritize goals

Achieve financial wellness using goal visualization to prioritize goals and evaluate necessary trade-offs.

Determine risk profile for each goal

Access comprehensive risk assessments that consider both the client’s risk preference and the optimal timeline for goal achievement.

Deliver personalized investment strategies

Align the client’s target allocation to the best model, then customize the securities and weights as needed to optimize for each goal.

Create a goal-based plan in minutes

Get fast, actionable investment plans without hours of comprehensive data reconciliation and screening.

Model realistic scenarios to demonstrate impact

Leverage Morningstar data, research, and analysis to model comparative scenarios and make better decisions.

Move clients from plan to action

Help investors understand the link between today’s investments and meeting tomorrow’s goals.

Start Quote Mark The reason people save and invest is to accomplish a goal; therefore, the goal itself should be the center of any portfolio or financial plan. End Quote Mark

David Blanchett
Head of Retirement Research
Morningstar, Inc.

Mining for Goals: How Behavioral Nudges Can Help Investors Discover More-Meaningful Goals

Our findings suggest that the true power of a goals-based financial plan—the motivating factor for investors—has yet to be realized because people may be working toward the wrong goals.

How You Can Get It

Morningstar Advisor Workstation

Goal Bridge is available as an add-on to a Morningstar Advisor Workstation license.

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Morningstar Enterprise Components

Goal Bridge is also available as a web component, aligning to your needs and capabilities.

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See for Yourself

Learn how connecting goals to investment plans can help you serve clients and attract new business more efficiently.