MI & Reporting

Engage with clients the way they want. Spend less time on portfolio updates and more on strategy, goals and progress. Give your clients a meaningful way to understand the value you deliver for them, professionally branded with your logo.

• Provide your clients with a window into their investments, including a deep dive into underlying holdings.
• Show up-to-date market valuations, additions and withdrawals, asset and portfolio performance data.
• Have their statements, research and reports delivered electronically.
• Give them 24/7 access to their information

Morningstar Wealth Platform’s innovative AI functionality provides you with knowledge and insights designed to enhance client engagement and strengthen your adviser-client relationship.

• The Insights functionality uses data science and machine learning to examine certain client behavioural patterns that may indicate a need for additional advice or guidance.
• Whether the behaviour patterns are driven by investment or market performance, or a change in their personal circumstances, you have the opportunity to engage with your client at a time when they most need you; even if they don’t know that’s what they need.