Author Archives: Siddharth Bameta

https://adviserlogic.zendesk.com/hc/en-us/articles/115002164331-Workflow-2-0

Portfolio X-Ray is a Morningstar component that enables an adviser to understand the fundamental characteristics of client portfolios. The functionality allows to screen a particular asset as a whole and not breaking down into transaction level. The Portfolio X-Ray tool enables the adviser to explore true asset allocation while uncovering exposure to various investment styles, […]