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How Morningstar Helps Brokerage Firms | Morningstar U.S.

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Help Brokerage Firms</span></div><div id="areaheader" xmlns:pr="urn:Morningstar.Corporate.SiteManager"><img src="/web/20130212095203im_/http://corporate.morningstar.com/us/images/BD_Deck.png" alt="" title=""/></div><div id="areamagazine" xmlns:pr="urn:Morningstar.Corporate.SiteManager"><div id="magleft" class="magcolumn"><div class="maginner"><p class="subject_heading">Deliver Sound Advice</p><img class="magheader cursorstyle2" src="/web/20130212095203im_/http://corporate.morningstar.com/us/images/BD_Deliver-Sound-Advice.png" alt="Deliver Sound Advice" title="Deliver Sound Advice"/><p class="subject_body">We tailor easy-to-use platforms and tools to your investment process. 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From managed portfolios and model portfolios, to Select Lists, custom target-date funds, and retirement income options, we’ll develop innovative investments to differentiate what you offer clients. </p><ul class="subject_body"><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=19.xml">Managed Portfolios</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://corporate.morningstar.com/InvestmentManagement ">Morningstar Investment Management</a><span class="rss-icontext"></span></li></ul></div></div><div id="magmiddle" class="magcolumn"><div class="maginner"><p class="subject_heading">Create Compelling Proposals</p><img class="magheader cursorstyle2" src="/web/20130212095203im_/http://corporate.morningstar.com/us/images/BD_Create-Compelling-Proposals.png" alt="Create Compelling Proposals" title="Create Compelling Proposals"/><p class="subject_body">Well-known among advisors and investors, our reports feature helpful charts and easy-to-understand information to support your advisors’ recommendations. Many are FINRA-reviewed and ready for use with clients, and all are easy to assemble into proposals. Integrating trusted Morningstar data and methodologies, our reports reveal critical information about individual securities or portfolios, or compare timely data on multiple securities. </p><ul class="subject_body"><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=144.xml">Advisor Workstation</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=5001.xml">Annuity Analyzer</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=7084.xml">Annuity Intelligence</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=589.xml">Hypothetical Illustrator</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=586.xml">Portfolio Builder</a><span class="rss-icontext"></span></li></ul></div><div class="maginner"><p class="subject_heading">Integrate Quality Data</p><img class="magheader cursorstyle2" src="/web/20130212095203im_/http://corporate.morningstar.com/us/images/BD_Integrate-Quality-Data.png" alt="Integrate Quality Data" title="Integrate Quality Data"/><p class="subject_body">We bring Morningstar and third-party data together to solve integration challenges, such as managing client account data. Firms outsource their data aggregation and reconciliation to us, which we build into custom systems for efficient portfolio and performance reporting. We also power all types of platforms with our real-time market data, capital markets information, and fundamental data featuring underlying holdings for both registered and unregistered investments. </p><ul class="subject_body"><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=6571.xml">Enterprise Data Management</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=18.xml">Morningstar Data for Funds</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="subject.aspx?xmlfile=8652.xml">Morningstar Data for Equities</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=6642.xml">Morningstar Quotes</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="subject.aspx?xmlfile=6745.xml">Morningstar Markets</a><span class="rss-icontext"></span></li></ul></div><div class="maginner"><p class="subject_heading">Find and Cultivate Talent</p><img class="magheader cursorstyle2" src="/web/20130212095203im_/http://corporate.morningstar.com/us/images/BD_Cultivate-Talent.png" alt="Cultivate Talent" title="Cultivate Talent"/><p class="subject_body">We’re a conduit to engaged professionals through our highly read print and online advisor publications. We also help you keep your advisors’ skills sharp so you can build an experienced workforce. Brokerage firms engage their financial professionals by sending them to our industry-leading conferences and equipping them with valuable communication tools. </p><ul class="subject_body"><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://www.morningstar.com/aboutus/mediakit2010/home.html">Advertising Opportunities</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=532.xml">Advisor User Forum</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://www.morningstar.com/products/institutional/store_cm.html">Institutional Marketing and Sales Solutions</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://select.morningstar.com/go/forum/">Management Behind the Moat Conference</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://www.morningstaradvisor.com/index.asp">Morningstar Advisor Magazine</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130212095203/http://www.morningstar.com/products/conferences/mic_home.html">Morningstar Investment Conference</a><span class="rss-icontext"></span></li></ul></div></div><div id="magright" class="magcolumn"><div class="magclient"><div class="textback">Brokerage Firm Client Stories</div><div class="vidcontain"><div class="magvid"><div class="magvidleft"><div id="mygallery" class="stepcarousel"><div class="belt"><style>.next_button,.previous_button,#mygallery-paginate{display:none;}</style><div class="panel"><a href="https://web.archive.org/web/20130212095203/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=2759.xml"><img id="pane11" src="/web/20130212095203im_/http://corporate.morningstar.com/us/images/BD_Client_RW-Baird.png" alt="" title=""/></a><br/><div><p class="subject_body">R.W. 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