Portfolio Manager Track your investment portfolio, evaluate your strategy, and create watchlists of potential opportunities.

Build client connections with confidence. Use portfolio management software that delivers research investors trust and data you can depend on, while raising expectations for your client chats Client Communication Connect with clients using an interactive portal for updates and insights that can help them stay focused on their goals. Make time for your want-to-do list. With the flexibility to automate tasks, you’ll have the capacity to focus on the big ideas you’ve been thinking about—like taking on pro bono work or new ways to coach your clients. Portfolio Accounting and Reporting Aggregate custodial accounts with Morningstar ByAllAccounts and track client holdings, dividends, and returns. Create reports with snapshot views and detailed asset allocations.

The Morningstar Cloud Investment analysis platforms designed for the way you work—built on Morningstar data and research. Always on, Always Improving We deliver our investment analysis platforms through the cloud, so that your data is secure, your research is fresh, and your tools are up to date—every time you log in.