• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Partnership with Morningstar

May 3, 2013 by Bautis Financial

morningstar
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.

Category: Miscellaneous
Previous Post: « The First Quarter in Review: Why Buffet is Bullish on Stocks?
Next Post: What can you learn from your tax return »

Sidebar

Featured Articles

bautisfinancial risk number

Recent Posts

Understanding Guardianship for Older Adults

Understanding Guardianship for Older Adults

June 29, 2022 By Bautis Financial

Home Prices Reached Another Record High in April

Home Prices Reached Another Record High in April – Daily Flash Briefing

June 29, 2022 By Bautis Financial

Summer 2022 Calendar - Investment Deadlines

Summer 2022 Key Planning and Investment Deadlines

June 28, 2022 By Bautis Financial

Millennials Retiring Early

Millennials Are Hopeful About Early Retirement – Daily Flash Briefing

June 28, 2022 By Bautis Financial

The S&P 500 Index

5 Facts About the S&P 500 Index

June 27, 2022 By Bautis Financial

Blog Categories

  • Budgeting/Saving (29)
  • Business (49)
  • Clear A Path Podcast (6)
  • Client Resources (4)
  • College Planning Learning Center (2)
  • College Planning Podcast Series (3)
  • Daily Flash Briefing (1)
  • Education (23)
  • Estate Planning (13)
  • Finance News (448)
  • Insurance (21)
  • Investments (193)
  • Learning Center (23)
  • Lifestyle (49)
  • Miscellaneous (68)
  • Personal Finance (137)
  • Politics (19)
  • Real Estate (40)
  • Retirement Planning (90)
  • Social Security and Medicare (26)
  • Taxes (45)
  • The Agent of Wealth Podcast (110)
  • Uncategorized (126)
  • Videos (122)
  • Wealth Management (58)

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2022 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top