Morningstar EnCorr Portfolio Strategist v9.5.1 Build 550 | 54.09 MB
With MorningstarĀ® Portfolio StrategistĀ®, advisors can build better portfolios by determining the asset mix most likely to achieve the highest return for a given risk level. Advanced features like efficient frontier graphing and Monte Carlo wealth forecasting help create individualized asset allocation strategies based on a clientās risk tolerance, current assets, future needs, and other factors. After applying these strategies in a portfolio, advisors can present their investment plans to clients in compelling, customized reports.