Portfolio risk management tools are an essential part of your firm's tech stack. These platforms help you spot risks, compare exposures, and adjust portfolios to match each client's risk tolerance and ...

A newly unveiled modeling tool promises to help financial advisors show clients how hedge funds, private credit, real estate, and other alternative assets fit into their portfolios. Announced this ...

Is rebalancing your investment portfolio for 2026 a must-do for all investors? “Rebalancing isn’t equally important in every market environment,” says Morningstar portfolio strategist Amy Arnott.

The platform also integrates well with other financial planning tools like eMoney Advisor, Redtail, RightCapital, and Wealthbox. 15 In addition, the platform supports customizable templates, allowing ...

It's all here: performance tracking, our trusted ratings and data, and clear views of your allocation and risk. Morningstar Investor's portfolio tools help you make investing decisions with confidence ...