Global investment data provider Morningstar has rolled out a research portal for financial advisers.
The tool will leverage the company’s ratings and research, alongside live market data and interactive charting to help advisers create and provide personalised advice to their customers.
The digital portal will allow advisers to keep up to date on investments with a dashboard tracking global market activity as well as provide a calendar feature displaying upcoming events.
“Clients are looking for more from their advisers as their investment choices increase and the trend toward personalisation continues,” said Marc DeMoss, head of Morningstar research products.
“Research Portal interconnects Morningstar’s research with powerful new tools that enable advisers to swiftly identify investments that meet their clients’ needs, communicate those recommendations, and then monitor their investments continuously in a seamless way.
“Morningstar’s research and ratings are expanding in line with the evolving motivations of today’s investor, and Research Portal helps advisers drive more timely and relevant client conversations.”
