Investment Planning
The investment planning feature of Adviser Workstation offers an easy and effective way to develop appropriate portfolios and present them to clients. Combining Ibbotson’s capital market assumptions with Morningstar’s easy-to-use interface, this integrated system helps identify and test target allocations, present recommendations, and implement portfolio changes.
Its straightforward step-by-step process supported by robust methodologies presents a clearer picture of a client’s potential wealth. Before and after scenarios, expressed through customizable reports, make a compelling case for investment recommendations.
- Client Information video
- Asset Allocation video
- Wealth Forecasting video
- Proposed Portfolio video
- Editing Report Content video
Risk Tolerance Guidance for Financial Advisers
Risk Tolerance Questionnaire Methodology
Morningstar Capital Market Assumptions and Asset Allocation Methodology
Allocating to Different Targets