With Morningstar® Portfolio Strategist®, advisors can build better portfolios by determining the asset mix most likely to achieve the highest return for a given risk level. Advanced features like efficient frontier graphing and Monte Carlo wealth forecasting help create individualized asset allocation strategies based on a client’s risk tolerance, current assets, future needs, and other factors. After applying these strategies in a portfolio, advisors can present their investment plans to clients in compelling, customized reports.

Key Features:

Client profiles identify individual goals, risk tolerance, current assets, and spending habits.

Advisors can import current holdings from popular portfolio accounting systems, add them to client profiles, and break them down to the asset class level for analysis.

Efficient frontier graphing helps explore and determine the most suitable risk and return combination for each client.

Monte Carlo simulations demonstrate the probability of various investment outcomes based on the client's specific cash flows and time horizon.

In-depth portfolio comparisons clarify the pros and cons of various allocations to help determine the best option based on the client's individual needs.

Altering factors such as inflation, taxes, or ongoing savings leads to instantly adjusted results for a client's ending wealth level, addressing important variables that can affect portfolios.

Both taxable and tax-deferred portfolios can be analyzed for long-term impact.

Advisors can make recommendations for specific securities and test whether they fit within the optimal asset allocation.

Full-color printable reports help clients understand their personalized asset allocation and investment recommendations.

Reports can be customized with a firm name, logo, or additional information, and can be integrated with Microsoft ® Word or PowerPoint ® files.

OS: Windows XP and Windows Vista / 7
Language / Language: English