The Sales/Hypotheticals Module helps you turn complicated investment information into clear insight. It creates detailed reports and hypotheticals that showcase your expertise and recommendations, convince your clients and prospects, and help you grow your business.

With this Module you can:

• Create customized hypothetical investment illustrations for funds, stocks, ETFs, closed-end funds, and VA/L subaccounts
• Generate professional presentations to share with clients via print or email
• Build an online library for fast access to your favorite reports

Customizable Hypothetical Investment Illustrations
Morningstar Hypothetical Reports can highlight a security’s historical performance in isolation, in comparison with competing funds, or in the context of its contribution to the overall performance of a portfolio. Our Hypothetical Reports are the only ones in the industry that allow you to incorporate underlying holdings to show performance with relevant asset allocation, sector weightings, and style diversification information. When you use them in a client presentation, you’re making a strong, sound case for your recommendations.

Professional Reports that are Easy-to-Understand
Use our interactive report wizard to quickly generate well-designed, professional presentations. You can specify investment schedules, fees, taxes, and rebalancing options. It’s also easy to create reports that illustrate the effects of different strategies, such as the results of a dollar cost averaging investment strategy versus a lump sum investment.

Most outputs are FINRA-reviewed and all are generated in a PDF-format, which allows for easy sharing with clients and prospects, either as printed documents or via e-mail. You can create reports for any of the 45,000+ securities in the Advisor Workstation database.

A Library of Presentations
Every report you create can be easily added to your own 'library' for future use. This feature allows you to maintain a set of reports and presentations that answer your clients' most commonly asked questions and provide fast updates on your preferred investments or portfolios. Best of all, because your library is stored online, you can recall reports from wherever you access the VEO platform.