Introduction to Morningstar Office SM Cloud

Transcription

1 Introduction to Morningstar Office SM Cloud Rahul Ravikrishnan, Senior Product Manager, Institutional Software 2018 Morningstar, Inc. All rights reserved.

2 2 Evolution of Modern Advisor

3 The Evolution of Advice The goal-based financial services that today s clients expect require a new type of practice. To find success, modern advisors must: Redefine and elevate the value of their advice. Understand what truly matters to investors. Always work in every client s best interest. Strive for efficiency by sensibly integrating technology. 3

4 Challenges for Today s Advisors Increased Regulatory Uncertainty Disparate Technology Solutions Changing Investor Expectations 4

5 5 Introducing Morningstar Office Cloud

6 Introducing Morningstar Office SM Cloud For modern advisors who are transforming their practices, Morningstar Office SM Cloud provides an end-to-end solution aligned to advisors workflow in one platform, powered by Morningstar s leading data and research. 6

7 Helping Advisors Be Advisors 7

8 Support For Your Daily Work 8

9 Data You Can Trust Back Office/Data Source Firm Level Advisor Experience Client Experience Custodians Pershing DST ByAllAccounts/ Morningstar Automated / Semi- Automated Collection & Processing Aggregation Scrubbing Account Creation Householding Security Data Account /Household Performance Report Templates Investment Research Model Portfolios Research Analysis News & Commentary Client Analysis Client Proposals/Presentations Planning Portfolio Creation Rebalance /Trading Billing CRM Tablet Access Client Web Portal Realtime Data Updates Performance Reports Document Vault Tablet Access 9

10 10 Solutions to Simplify Your Workflow

11 Practice and Portfolio Management Leverage fully integrated capabilities to save time and reduce errors. 11

12 Investment Lists Analyze your investment lists through the lens of Morningstar s proprietary data and ratings database. 12

13 Transactions and Securities in Practice Know your clients exposure across all investment types with a single click. View all the underlying transactions for your accounts, sort and search through them, or export for additional analysis. 13

14 Custom Benchmarks and Model Portfolios Compare your clients current portfolios against custom benchmarks and model portfolios to inform and support your recommendations. 14

15 Report Management Access all of your generated reports in one place to simplify your workflow. 15

16 Research Portal Our research portal can connect you to all the research from our global analyst team one of the largest in the world with curated content for the latest and most timely analysis. 16

17 Research at Your Fingertips The research portal is optimized for your mobile device, giving you the ability to consume Morningstar research on the go. 17

18 How new features make their way to the product 18

19 Roadmap Sep-Oct Nov-Dec Q Q Portal Overview and Net Worth Portal Personal Financial Management tools Planning Goal based Investment Planning Reporting Archiving Reports Filtering and better searching for Reports Batching of custom reports Custom Asset Classes flowing into Reports Reporting X-Ray Reports Additional Presentation Studio Components Billing Additional billing methodologies (Blended rates, bill on performance, adjustments, exclusions) Billing Admin level tools 19 Integrations Convert to CRM (Redtail) Single Sign on to Rebalancer (TRX) Research Carbon Metrics ESG Practice/Admin Advisor Impersonation Integrations RIA in a BOX Rebalancer UI upgrades 3 rd Party Models in Rebalancer Research Model Portfolio Analysis Practice/Admin Practice Dashboard (Global AUM) Integrations Additional /Deeper with Planning Tools E-money, Right Capital Office APIs Research Risk Model Hypo tools Practice/Admin Practice Dashboard (Global Performance) Practice/Admin Compliance Corner Excel Add-in Integrations Salesforce Custodian Integrations

20 Client Web Portal real-time client engagement 20

21 Personal Financial Management 21

22 Personal Financial Management 22

23 Planning/Proposal Generation 23

24 Planning/Proposal Generation 24

25 Model Management/Analysis 25

26 Rebalancing and Trading Globally monitor, manage and rebalance client portfolios with a focus on tax efficiency. 26

27 Model Management/Analysis 27

28 Community 28

29