The Clients & Portfolios Module is the portal that gives you access to all of your clients' files. Import portfolio data from popular portfolio management systems, conduct detailed portfolio analysis, diagnose problem-points in portfolios and set alerts for ongoing portfolio monitoring.

With this Module you can:

• Diagnose client portfolios quickly and thoroughly to spot potential problems
• Build diversified portfolios and uncover true portfolio composition
• Import portfolio data into Workstation directly from popular portfolio management systems including StatementOne, VEO, or Morningstar Principia

The Clients & Portfolios Module holds the key to 2 important reports. The Portfolios Snapshot® and the Portfolio X-Ray®.

Diagnose Problems and Uncover Performance
If a client has multiple portfolios aligned towards multiple investment goals, you can analyze each independently or aggregate them into an overall portfolio for a macro-level analysis with this exclusive Morningstar tool. With Morningstar's Portfolio X-Ray® tool you can scan an entire portfolio to create a comprehensive picture of the portfolio’s underlying stocks, sector exposure and overall investment style generated in a powerful Portfolio X-Ray Report. Add to that our Stock Intersection feature which compiles the underlying holdings of each of the positions in a client’s portfolio to determine the actual exposure to individual stocks.

View a Snapshot
Use the Portfolio Snapshot® Report to show an in-depth synopsis of a client's portfolio with asset-class and investment-style breakdowns, performance information, and top holdings. You may find that portfolios that appear diversified on the surface actually contain unintended overweightings in sectors, investment styles, or a specific stock. These are meaningful insights, ones that will impress your clients and set the stage for your recommendations.

Build Diversified Portfolios
You can use Workstation to build and present diversified portfolios that match your client’s ideal asset allocation using the Portfolio Construction Tool. The Portfolio Construction Tool shows you the true composition of a portfolio at a glance---including, sectors, asset class, and style. Best of all, when you rebalance, add, or delete holdings, you’ll instantly see how your proposed changes affect the overall portfolio composition. Backed with NASD-compliant reports, you can present these recommended portfolios to your clients. In addition, you can generate a Portfolio Comparison Report allowing you a side-by-side snapshot of your client’s current and recommended portfolios.

Increase Your Responsiveness Through Customizable Alerts
Use our alerts system to provide you with timely notification of any significant change in your client's portfolios. Just specify the types of alerts you want to receive, the frequency of monitoring, and the threshold triggers for each. What's best is that you can set alerts for individual securities or set them for an entire portfolio. The latter function can spot the cumulative effects of changes that might appear insignificant at the individual fund or security level, yet add up to a consequential impact on the overall portfolio.