I am pleased to announce a partnership with Morningstar, Inc to upgrade our firm’s practice and portfolio management platform. In addition to being the leading global provider of independent investment research, Morningstar offers a comprehensive suite of reporting and research tools that will allow us to become more efficient and provide you with better reports.
What it means for you:
A Client Web Portal –
We now have the ability to quickly and safely share reports and other documents with you using a secure Client Web Portal. Using your E-mail address and password, you will now be able to view documents and account information online. In addition to being a more convenient and secure way to communicate, the Client Web Portal helps us with our initiatives to “Go Green,” eliminating the need for mass mailings and the resending of lost reports.
New Reports –
Morningstar allows us to choose from a multitude of informative reports and research – letting us create report packets that meet your needs. Your statements can now include graphically appealing charts and Morningstar analytics like the Morningstar Star Ratings, Equity Style Boxes, and a whole lot more. You will be notified any time a report is uploaded to your portal and it will be displayed under the Documents tab.
What it means for our firm:
Research –
We now have access to the latest research on more than 360,000 domestic and global securities and by partnering with Morningstar we also gain access to their tremendous independent staff of analysts. Morningstar has one of the largest independent research analyst staffs in the world.
Overall Office Efficiencies –
Finally, we are excited to partner with Morningstar because their platform will simplify and streamline common processes and operations that used to take significant firm “manpower.” By becoming more efficient, we hope to provide you with even better service and support.
Partnership with Morningstar
