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{background-color: #ffffff !important; background-image:none !important; border-bottom:1px solid #fff !important; } </style><div id="breadcrums" xmlns:pr="urn:Morningstar.Corporate.SiteManager"><span class="greyselect">How We Help Financial Advisors</span></div><div id="areaheader" xmlns:pr="urn:Morningstar.Corporate.SiteManager"><img src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/IA_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">Streamline Your Practice</p><img class="magheader cursorstyle2" src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/IA_Streamline-Your-Practice.png" alt="Streamline Your Practice" title="Streamline Your Practice"/><p class="subject_body">With Morningstar’s practice management tools and services, advisors are truly open for business. Our dynamic software and nimble service teams give you the freedom to focus on your clients while we help simplify your most time-consuming tasks—from daily account reconciliation and investment monitoring to complete portfolio management. </p><ul class="subject_body"><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/us/asp/subject.aspx?xmlfile=95.xml">Morningstar Office</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/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/20130228165159/http://corporate.morningstar.com/us/asp/subject.aspx?page=9&xmlfile=164.xml">Principia CAMS </a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=19.xml">Managed Portfolios</a><span class="rss-icontext"></span></li></ul></div><div class="maginner"><p class="subject_heading">Sharpen Client Communications</p><img class="magheader cursorstyle2" src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/IA_Sharpen-Your-Practice.png" alt="Sharpen Client Communications" title="Sharpen Client Communications"/><p class="subject_body">Morningstar’s iconic financial charts and presentations provide powerful ways to engage and educate your clients and prospects about their portfolios. These conversation starters distill timely topics into easy-to-understand images that give individuals the perspective to make better investment decisions. </p><ul class="subject_body"><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/ib/asp/subject.aspx?xmlfile=1296.xml">Ibbotson SBBI Print Kit</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/ib/asp/subject.aspx?xmlfile=6630.xml">Andex Charts</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/ib/asp/subject.aspx?xmlfile=1300.xml">Principia Presentations & Education Module</a><span class="rss-icontext"></span></li></ul></div><div class="maginner"><p class="subject_heading">Deliver Informative Reports and Proposals</p><img class="magheader cursorstyle2" src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/IA_Deliver-Information-Reports-and-Proposals.png" alt="Deliver Informative Reports and Proposals" title="Deliver Informative Reports and Proposals"/><p class="subject_body">Our advisor software provides dozens of professional FINRA-reviewed documents, from investment policy statements and account statements to Portfolio X-Ray<span class="registered">®</span>. Designed with investors in mind, these easy-to-generate reports feature the Morningstar analytics investors understand and look for, including the Morningstar Rating and the Morningstar Style Box.</p><ul class="subject_body"><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/us/asp/subject.aspx?xmlfile=139.xml">Morningstar Office</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/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/20130228165159/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=294.xml">Principia</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/us/asp/subject.aspx?xmlfile=7084.xml">Annuity Intelligence</a><span class="rss-icontext"></span></li></ul></div></div><div id="magmiddle" class="magcolumn"><div class="maginner"><p class="subject_heading">Research Investments and Construct Portfolios</p><img class="magheader cursorstyle2" src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/IA_Research-Investments-and-Consruct-Portfolios.png" alt="Research Investments and Construct Portfolios" title="Research Investments and Construct Portfolios"/><p class="subject_body">Your clients’ portfolios are only as sound as the data and research that goes into creating and monitoring them. Our software, publications, and services deliver coverage on hundreds of thousands of mutual funds, stocks, exchange-traded funds, variable annuities, separate accounts, 529 plans, and more, making it easy to screen investment opportunities, conduct due diligence, and construct portfolios tailored to client needs.</p><ul class="subject_body"><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/us/asp/subject.aspx?xmlfile=95.xml">Morningstar Office</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/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/20130228165159/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=41.xml">Principia</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/us/asp/subject.aspx?xmlfile=6745.xml">Morningstar Markets</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=32.xml">Equity Research Services</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=8592.xml">Municipal Research</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/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/20130228165159/http://www.morningstar.com/products/Store_StoreCoverPage.html">Investing Publications</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/ib/asp/subject.aspx?xmlfile=1414.xml">Ibbotson SBBI Classic Yearbook</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://www.morningstaradvisor.com/magazine/aboutthemagazine.asp">Morningstar Advisor Magazine </a><span class="rss-icontext"></span></li></ul></div><div class="maginner"><p class="subject_heading">Manage Client Accounts</p><img class="magheader cursorstyle2" src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/IA_Manage-Client-Accounts.png" alt="Manage Client Accounts" title="Manage Client Accounts"/><p class="subject_body">Our software and personalized accounting services consolidate your important client contact, investment, and billing information from dozens of third-party systems into one secure, central location. Advisors can quickly create and send performance reports and proposals directly to their clients and share account information across a practice of any size.</p><ul class="subject_body"><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/us/asp/subject.aspx?xmlfile=142.xml">Morningstar Office</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/us/asp/subject.aspx?page=9&xmlfile=164.xml">Principia CAMS</a><span class="rss-icontext"></span></li></ul></div><div class="maginner"><p class="subject_heading">Advance Your Expertise</p><img class="magheader cursorstyle2" src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/IA_Advance-Your-Expertise.png" alt="Advance Your Expertise" title="Advance Your Expertise"/><p class="subject_body">Clients look to you as a leader in the financial industry, and your success often hinges on your latest ideas. That’s why we offer events and publications to keep you ahead of trends with a rich dialogue of insights from industry professionals, Morningstar experts, and top advisors. </p><ul class="subject_body"><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/http://www.morningstar.com/products/conferences/mic_home.html">Morningstar Investment Conference </a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/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/20130228165159/http://advisor.morningstar.com/products/conference/etfinvest_home.asp">ETF Invest Conference</a><span class="rss-icontext"></span></li><li class="rss-popup"><a href="https://web.archive.org/web/20130228165159/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/20130228165159/http://www.morningstaradvisor.com/magazine/aboutthemagazine.asp">Morningstar Advisor Magazine</a><span class="rss-icontext"></span></li></ul></div></div><div id="magright" class="magcolumn"><div class="magclient"><div class="textback">Advisor 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="subject.aspx?xmlfile=95.xml&autoplay=1"><img id="pane11" src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/IA_Client_Office-Edition.png" alt="" title=""/></a><br/><div><p class="subject_body">Morningstar Office<img src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/SM_10p_grey.gif"/> helps Chicago Partners Investment Group scale up to serve clients. <a class="red" href="subject.aspx?xmlfile=95.xml&autoplay=1">Watch video <img border="0" src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/video_icon_3.gif" class="cursorstyle2"/></a></p></div></div><style>.next_button,.previous_button,#mygallery-paginate{display:none;}</style><style>.next_button,.previous_button,#mygallery-paginate{display:none;}</style><style>.next_button,.previous_button,#mygallery-paginate{display:block;}</style><div class="panel"><a href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=2899.xml"><img id="pane11" src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/IA_Client_Aequitas.png" alt="" title=""/></a><br/><div><p class="subject_body">Aequitas Wealth Management saves time and money with Morningstar Office<img src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/SM_10p_grey.gif"/>. <a class="red" href="https://web.archive.org/web/20130228165159/http://corporate.morningstar.com/US/asp/subject.aspx?xmlfile=2899.xml"> Full story </a> <img border="0" src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/arrow_link_nospace.gif" class="cursorstyle2"/></p></div></div><style>.next_button,.previous_button,#mygallery-paginate{display:block;}</style><style>.next_button,.previous_button,#mygallery-paginate{display:block;}</style></div></div><div id="mygallery-paginate"><img class="dotclass" src="https://web.archive.org/web/20130228165159im_/http://corporate.morningstar.com/US/images/opendot.jpeg" data-over="../images/dot_close.gif" data-select="../images/dot_close.gif" data-moveby="1"/></div></div></div><br style="clear:both"/></div></div><div class="magclient"><div class="textback">Insights for Advisors</div><div class="vidcontain"><div class="magvid1"><div class="magvidleft"><a href="javascript:void window.open('https://web.archive.org/web/20130228165159/http://advisor.morningstar.com/products/conference/etfinvest_awards.asp','','toolbar=no,left=10,top=10,height=600,width=800,scrollbars=1,resizable=1') "><img class="nopad" src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/IA_Feature_ETF-Awards.png" title="Morningstar ETF Invest Awards"/></a></div><div class="magvidright"><p class="subject_body"><a href="javascript:void window.open('https://web.archive.org/web/20130228165159/http://advisor.morningstar.com/products/conference/etfinvest_awards.asp','','toolbar=no,left=10,top=10,height=600,width=800,scrollbars=1,resizable=1')"><span class="verdana80">Morningstar Awards 2012</span></a><br/>Find out which ETFs received awards at this year’s ETF Invest Conference.<br/><span class="tpad5"><img src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/pop-up.gif" class="cursorstyle2" border="0"/><a href="javascript:void window.open('https://web.archive.org/web/20130228165159/http://advisor.morningstar.com/products/conference/etfinvest_awards.asp','','toolbar=no,left=10,top=10,height=600,width=800,scrollbars=1,resizable=1')"> <span class="hoverred">More...</span></a></span></p><br/></div><br style="clear:both"/></div><div class="magvid2"><div class="magvidleft"><a href="javascript:void window.open('https://web.archive.org/web/20130228165159/http://morningstaradvisor.com/products/conference/micdownloads.asp','','toolbar=no,left=10,top=10,height=600,width=800,scrollbars=1,resizable=1') "><img class="nopad" src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/IA_Feature_MIC-Conference.png" title="Morningstar® Investment Conference MP3s"/></a></div><div class="magvidright"><p class="subject_body"><a href="javascript:void window.open('https://web.archive.org/web/20130228165159/http://morningstaradvisor.com/products/conference/micdownloads.asp','','toolbar=no,left=10,top=10,height=600,width=800,scrollbars=1,resizable=1')"><span class="verdana80"> Morningstar<span class="registered">®</span> Investment Conference MP3s </span></a> <br/>Order audio recordings from the experts who presented at the 2012 conference.<br/><span class="tpad5"><img src="/web/20130228165159im_/http://corporate.morningstar.com/us/images/pop-up.gif" class="cursorstyle2" border="0"/><a href="javascript:void window.open('https://web.archive.org/web/20130228165159/http://morningstaradvisor.com/products/conference/micdownloads.asp','','toolbar=no,left=10,top=10,height=600,width=800,scrollbars=1,resizable=1')"> <span class="hoverred">More...</span></a></span></p><br/></div><br style="clear:both"/></div></div></div><div class="magclient"><div class="textback">Related Links</div><div class="vidcontain"><div class="relatedlink2 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