Morningstar's direct indexing portfolios offer personalization, tax management, and values-based options for advisors looking for greater choice and flexibility in their practice. The firm just rolled out its platform for all advisors to review and evaluate.
Implement Direct Indexing Strategies With Ease and Simplicity
Innovative Digital Proposal System creates increased efficiency and an intuitive, unified experience.
Streamlined Onboarding accelerates action, making it easy to invest, manage, open, and fund accounts.
Seamless Execution of electronic advisory agreements and straight through processing saves time on back-office tasks.
Personalized, Scalable Tax Management capabilities and ongoing portfolio management through our Wealth Platform.
Engage Clients with Next-Level Performance Reporting
Comprehensive Reporting System shows portfolio performance on an individualized investor level.
Detailed Reporting on the underlying holdings of the portfolio, asset allocation breakdown, and individual accounts.
Quarterly Commentary showing overall base portfolio performance, market overview and trends.
Request a demo HERE.
