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Morningstar Risk Ecosystem

Connect risk profiles to personalized portfolios.

Balance risk and returns on the path to prosperity.

An essential program to deepen and improve client engagement. It has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Tina Bates, CPA, CA, MBA, CIM®
Investment Advisor,
Manulife Securities

Make risk profile assessment much easier and more thoughtful.

With Morningstar, you can evaluate a client’s portfolio and propose investments that fit their risk tolerance.

A proven risk profile does more than check off a compliance requirement. When clients understand risk and how it works, they can make better trade-offs and get closer to their goals. Choosing the right risk tolerance tool could lead to much higher retention and stronger connections with your clients.

See the Risk Profile Assessment in Action

How comfortable are your clients with investment ups and downs? You can bring them peace of mind by factoring their risk profile into your recommendations. Assess risk, help your firm stay compliant, and reassure clients—all in one place with our risk profiling software.

(Watch the video)

How a Risk Profile Assessment Works

The Most-Researched Risk Profiler
Our risk tolerance questionnaire has been vetted by academics and validated by over 2 million completions in the last 20-plus years.

One Investment Planning Experience
In one platform, you can connect risk profiles to goal-based investment plans and portfolios. Reduce costs and drive productivity.

Personalized Guidance and Portfolios
Show clients how your recommendations their allocations match up with their risk comfort so they stay invested for the long term.

See for Yourself

Learn how a reliable risk tolerance questionnaire can help you better serve clients, build trust, and increase retention for advisors.

Try Morningstar® Advisor WorkstationSM to grow and sustain your business.