According to the announcement, the module now allows for the customization of the data points that appear on both its Single Plan Report and its Plan Comparison Report.
The Principia research database includes mutual funds, stocks, variable annuities, closed-end funds, and separate accounts. Advisors can use the database to conduct advanced research and analysis, monitor portfolios, and propose investment strategies.
The new reporting format, in addition to an extensive Alerts system, Investment Policy Statement wizard, and Morningstar’s research will provide a way for Advisors to better manage current relationships and find new ones, the announcement said.
More information can be found at www.morningstar.com .