Empower advisors to evaluate and compare a reasonable range of alternatives with the Due Diligence Module in Morningstar Advisor Workstation
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