Portfolio X-Ray

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, […]

Review Date Management Widget

Given the risks associated with Fee For No Service and the headaches of tracking upcoming reviews, we’ve made significant enhancements to the ‘Next Review Date Including Overdue’ widget on Adviser Home.  It is now an intuitive framework to help you manage your upcoming client review meetings efficiently and understand where things stand at a glance. […]