Address Client Focused Reforms With Morningstar Solutions
Request a Demo of Morningstar’s Integrated, Comprehensive Solution Suite to Meet Your CFR Needs
See how our CFR solutions can help:
Screen product shelf for a reasonable range of alternatives
Select suitable investments with a built-in audit-trail to demonstrate suitability requirements have been addressed
Build and maintain a competitive product shelf that is easily distributed to financial advisors
Create and monitor your product shelf effectively using performance reporting in Morningstar Direct
Identify an investment’s true sources of risk using factors from our forward-looking analysis in Morningstar Direct’s Global Risk Model
Address conflicts of interest and improve product selection, review, and monitoring with an independent process from Morningstar Manager Research Services
Enable advisors to easily score a portfolio’s risk to demonstrate that it is a suitable fit for their clients
Ensure risk tolerance questionnaires meet CFR guidelines and enable advisors to easily document investor risk capacity and risk tolerance, with Morningstar Risk Profiler
Build a portfolio that fits your client’s risk profile with the new Portfolio Risk Score in Morningstar Advisor Workstation
Your partner for industry-tested, regulator-ready compliance
Know Your Product (KYP)
Simplify firm and advisor investment research, due diligence, and decisioning with a comprehensive approach to KYP.
Know Your Client (KYC)
Help advisors capture investor risk capacity and risk tolerance, making it easy to create a portfolio to fit their needs and goals.
Suitability
Empower advisors to bring together KYP and KYC insights into a single solution, making it easy to determine and document portfolio suitability.
