Protect Your Practice
ProTracker™ will help advisory ﬁrms ensure there are robust processes in place around the provision of ongoing advice. It will also deliver the evidence necessary for regulatory purposes, to prove an ongoing and suitable advice service has been provided.
With FinaMetrica Profiler or ProPlanner, advisors and clients can:
- Access Morningstar’s database of stocks, funds, and ETFs in your particular country (UK, US, Canada and Australia).
- Implement a client’s investment policy at either an asset class allocation or individual security level
- Create model portfolios or choose specific securities to include in each client’s portfolio
- Receive daily pricing and monthly performance and allocation updates on the portfolio holdings from Morningstar
- Monitor and track clients’ portfolio progress relative to their personal goals