Client Presentation Tools

To keep all the moving pieces of your practice seamlessly connected, you need access to integrated, efficient technology. 

The following tools are available to help enhance your client meetings:


Broadridge Advisor Solutions

Broadridge Advisor Solutions is a single-source marketing partner for financial services professionals with efficient, effective, and economical multi-touch, multi-channel marketing solutions so their business can achieve its full potential. By combining the capabilities and solutions of leading firms, the firm is able to bring holistic marketing, communication, and data offerings to wealth management firms and individual advisors.

Morningstar Advisor Workstation™

Morningstar Advisor Workstation is an integrated solution for advisors to boost their productivity while enhancing their delivery of personalized, client-oriented service. The Workstation helps accomplish these objectives with flexible online tools that streamline client assessment activities, enhance the investment selection process, improve the effectiveness of portfolio management, and automate client communications.

Morningstar Portfolio Builder™

Morningstar Portfolio Builder offers you a defined step-by-step process to create portfolio proposals for clients. With Portfolio Builder, you can construct appropriate portfolios based on a client’s current holdings and risk tolerance.

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