Your Toolkit

An online resource providing you with ‘ready to go’, shareable and downloadable client materials, educational tools and investment updates.

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Please choose from the 3 steps:

Step 1

Introduction

ACCESS HERE

Step 2

Client Engagement

ACCESS HERE

Step 3

Information Library

ACCESS HERE

Step 1

Introduction

Clearly position ‘why Morningstar’ and our investment philosophy to your clients.

Step 2

Client Engagement

A range of materials designed to fit into your advice process. Use these tools to assist in client on-boarding, relationship management, coaching and ongoing care.

Step 3

Information Library

Access our electronic library offering investment tools, reports and communications materials.

Access all of the following resources in
one single location:

  • Suggested wording for your SoA’s/RoA’s
  • Trade updates
  • Client email templates
  • Investment thematic articles
  • Monthly & Quarterly performance
  • Asset allocation reports
  • Manager allocation reports
  • Marketing brochures
  • …and more!

Don't have access? Click here to request a login.

Support

Need help? Want to get in touch?

Let’s work together to define your needs – we’d love to recommend a solution.

Contact your local BDM Email Us

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