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.
Morningstar Risk Ecosystem
Connect risk profiles to personalized portfolios.
Balance risk and returns on the path to prosperity.
Tina Bates, CPA, CA, MBA, CIM®
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.
How a Risk Profile Assessment Works
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.