Product Solutions
Internet Tools for Advisors

For institutions seeking a very focused tool to serve a specific task, Morningstar's menu of licensed Internet Tools for Advisors may be the preferred route. We'll customize and implement any of our tools to integrate it into your Web platform based on your specification.

Advantages of Internet Tools for Advisors

•	Advisor-tested: All of our tools are developed in-house based on extensive research on the features, design, and functionality most appropriate for advisors. Most have been used for years by thousands of advisors.
•	Unparalleled content: As with all Morningstar products and services, our Internet tools include our proprietary Morningstar Rating™ and Morningstar Style Box™ classifications, as well as rich analysis and insights from Morningstar analysts.
•	Outstanding adaptability: Tools can be licensed separately or in bundles and are designed to work together to support a broad range of functions and seamlessly integrate with a firm's back office capabilities.
•	Don't take our word for it: According to a June 2003 report from research-based consulting firm Tiburon Strategic Advisors, Morningstar was ranked as the leading provider of investment research and data, financial-planning software, and asset allocation software among 1,476 independent financial advisors surveyed. Over 50,000 advisors currently have access to our licensed tools and content.

Examples of Advisor Focused tools

•	Investment Profiles: Investment Profiles are one-page reports that use innovative methodologies and the industry's most comprehensive databases to present objective information in a clear format.
•	Investment Screener (Fund Screener/Stock Screener): Screen on hundreds of data points and provide well-defined results. All the screeners allow you to save your search results, and a "Score" feature ranks the stocks and funds that pass your test based on criteria that are important to you.
•	Asset Allocator: Determine which combination of asset classes (cash, stocks, bonds) will give you the best chance of meeting investment goals without taking on undue risk.
•	Hypothetical Illustrator: Customize hypothetical scenarios with a task wizard that leads you step-by-step through the presentation-building process.

For more information, call Greg Ver Beek, Vice President of Institutional Sales at 1 866 215-2505. Or e-mail Greg directly at greg_verbeek@morningstar.com.